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AS Trigon Asset Management

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.

Trigon’s overarching goal is to create long-term superior risk-adjusted investment return in the Funds that we manage. In our role as owners, the overriding principle is to act in the best interest of our investors.We manage multiple Funds and mandates each with their own investmenr strategy, but the ESG factors are similarly considered for all of them. 

Trigon considers good corporate governance as well as environmentally and socially responsible behaviour as essential in picking investment objects. Trigon’s investment strategy has a number of characteristics that define our role as an owner: we are active, we are long-term and we are responsible.

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.

URL/Attachment

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].

We have responsible investment policy that covers all areas, we do not have separate policy for each sector or apporach. 


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.

A number of ethical principles have been laid down in Code of Ethics to assure high standard of ethical behaviour from Employees/Mangers when performing their duties. The principle of segregation of duties is fundamental to prevent conflicts of interest to adversely affect the interest of the Clients or Investors.

The Employees/Managers possibility to make personal investments in the securities is restricted to avoid the conflicts of interest arising. Specific rules for the trading by the Employees and Managers are outlined in the Code of Ethics.

Since Trigon is managing multiple mandates with similar and also different strategies then this could entail a potential conflict of interest situation. This is mitigated by procedures established for aggregation and allocation of orders in the best execution internal rules. We have implemented practices to take into account material factors and interests of all clients and allocate all investments in a way that we consider fare while taking into account such client factors. Periodical reviews of client portfolio holdings and investment performance mandates take place with the aim to identify any possible favourable treatment.

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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