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Hérens Quality Asset Management AG

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

Our investment approach is based on the belief that due to our systematic and economically sound investment process, with identical quality and valuation criteria in every region, we can find attractively valued quality companies at all times in all markets and that they offer a compelling investment opportunity. Our investment process is conducted purely bottom-up and uses a best-overall approach which is independent of market capitalization (with some liquidity restrictions) and sector. We follow a best-overall approach, because with the best-in-class approach, the quality of the sector itself is not examined, and too little attention is paid to the fact that sectors are subject to structural shifts. The vas majority of Quality companies can afford meeting ESG goals thanks to their fundamental strength, which allows them to act ethically and responsibly. Our Research team analyzes all portfolio candidates according to a defined standard SRI checklist. In addition, for designated ESG portfolios (e.g. church client) we apply client-specific criteria and negative lists.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

Our standard ESG checklist includes assessment of Corporate Governance, environmental and social performance, as well as analysis of any legal cases or critical issues a company was/is/ could be involved. Companies with questionable ESG track record are subject to direct contact and a review by the Investment Committee. Portoflio holdings are monitored on a daily basis, which also covers SRI related issues.

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 補足情報 [任意]

Responsible Investment criteria are fully integrated into our systematic investment approach and are an important part of monthly portfolio reviews. We are currently working on expanding our ESG coverage in guidlines and company strategy and will publish respective documents as soon as they are approved by the BoD,

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

Conflicts of Interest in the investment process policy is part of our Code of Conduct and can be provded upon request. For technical reasons we could not copy this part in this box.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)