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Fondita Fund Management Company Ltd

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.

Fondita’s investment philosophy is based on stock picking. We have a consistent approach and use the same investment philosophy in all of our 8 equity funds. Fondita Fund Management Company acts responsibly in our business operations and fund management. This means that we, in all our operations, take environmental, social and corporate governance (ESG) issues into account. Our policy for responsible investments is available for our customers via our website www.fondita.com. 

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]

Our policy describes our approach to responsible investments. We are convinced that responsible actions and sustainable businesses are connected to long-term value creation which we believe benefits the long-term business performance. The policy describes how we use ESG-data to assess our portfolio holdings' risks and opportunities in relation to ESG-aspects. We use several tools and data for following the companies ESG-scores. The policy also describes the guidelines that are set for the portfolio managers in case of any ESG-related incidents occur in our holding companies. We explain how we may influence the corporate decision-making through corporate governance, even if we are a minority owner <10% of the companies in question.

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.

URL/Attachment

URL/Attachment

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

URL/Attachment

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.

If a potential conflict of interest in the investment process is discovered we discuss the conflict internally involving fund managers, company management and compliance officer. If neccesary, the portfolio managers have a direct dialogue with the company and try to solve the issue. When necessary we also discuss the issue with the financial supervision authorities of Finland.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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