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Finance in Motion GmbH

PRI reporting framework 2020

You are in Direct - Inclusive Finance » PIIF Principle 6: Balanced returns

PIIF Principle 6: Balanced returns

IFD 28. How social performance of investees affects decision making and portfolio management

Possible action:

Strive for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors.

28.1. Indicate if the social performance of investees affects your:

Investment decision making

28.2. Explain how social performance of investees affects investment decision making.

Social performance is checked during the Due Diligence process. This includes whether returns, interest rates and growth rates are appropriate to the institution's particularity (effectiveness of management, governance etc.) and to the particularities of the sector (overheating, availability of credit bureaus, use of credit bureau data etc). It also includes environmental and social aspects. The observations during the Due Diligence process affect the results of the investment decision.

Portfolio management

28.3. Explain how social performance of investees affects portfolio management.

Social performance of investees is reviewed regularly and integrated in internal reviews. 

28.4. Additional information. [Optional]


IFD 29. Staff incentives linked to social performance measures (Not Completed)


IFD 30. Collecting data regarding social outcomes of investees work (Private)


IFD 31. Incentivise investees to track social performance (Private)


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