This report shows public data only. Is this your organisation? If so, login here to view your full report.


PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

The SRI strategy is in line with the value of "paritarism and mutualism" of the Group. The Integration of ESG factors in the investment strategy is done  by ensuring companies integrate:
• Human Rights (respect on fundamental rights, labor rights, rights to collective bargaining, promotion of diversity, non-serious and repeated violation of international standards or conventions, compliance with the Oslo (1997) and Ottawa (2008)  conventions prohibiting the manufacture or trade of anti-personal mines and clusters munitions)
• Human Resources (quality of social dialogue, quality of the remuneration system, health and safety policy etc.)
• Community Involvement (companies' commitment to promote local and social development)
• Environment (companies' environmental strategy, eco-design policy, minimization of pollution, protection of biodiversity, impact of activities in terms of major risks on public health, climate challenges by adopting a transition strategy towards a low carbon economy)
• Business Ethics and responsible relation with suppliers
• Responsible Corporate Governance practices (independence of Board members, audits and internal controles, executive remuneration)

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.





02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Our fund managers (both dedicated funds and mandates) have a policy of prevention and management of conflicts of interest.

The policy of prevention of conflict of interest mainly includes:
• the identification of potential situtation of conflict of interest
• internal and external control systems
• prevention systems (including awaremess raising and training)

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)