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Pegaso - Fondo pensione complementare

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.

Our main investment principles are:

- construct diversified portfolios with an efficient risk/return profile able to deliver the long run return expected by our members to reach their retirement targets

- act as far as possible as an active owner, both from an economic and a social point of view

- include ESG factors in investment decisions as a way to increase the sustainability and reduce the risk of our investments 

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]

The main change in our RI approach has been the extension to private equity asset class and manager of ESG criteria. 

The new private equity investment mandate is starting now (March 2020).

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.

URL/Attachment

URL/Attachment

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.

The management of conflicts of interest is regulated by the law governing Italian occupational pension funds. The new law of 2014  requires asset managers to adopt an internal policy to manage conflicts of interest. In 2016 the fund has adopted an internal policy.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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