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eQ Asset Management Ltd

PRI reporting framework 2020

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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.

We seek long-term excellent returns. We realize that long-term investing is only possible with sustainable investee entities. Our policy and processes firm wide have been developed and designed to achieve this as efficiently as possible. Therefore we have integrated ESG into all our strategies and asset classes, including external partners.

Real economy impact will be delivered over time. If we adhere to our sustainable strategy, we have good reasons to believe that positive impact will be generated. Sometimes, these impacts can be even estimated early on, and we have products that actively source investments that directly have large global impacts while benefiting the investee entities along the way.

Generally, we follow and report regularly on all areas of ESG and the tools we use in our integrated processes vary depending on the asset class, but they are firmly anchored in our processes.

We are committed to constantly developing our sustainability/ESG approach. We feel important to understand our clients' ESG preferences and to share transparently and openly about our ESG approach and practices in each our asset classes (fixed income and equity, PE and real estate). In addition, we provide regular ESG reporting regarding each asset class for our clients. 

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.

The policy aims at identifying potential conflict of interests by internal education and setting guidelines. Measures have been taken to organizationally separate areas of business with potentially conflicting interests. The overriding principle is to make sure client interests are secured above any own interests of the firm or its businesses.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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