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Deutsche Finance Group

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.

Deutsche Finance´s investment strategy covers private equity real estate and private infrastructure and focuses on diversifcation, high quality assets with significant value add and development potential. We search for assets with a high degree of attractiveness, the potential for above average stable cash flows and an active asset management approach to unlock intrinsic value.

We create value through an active ownership, high professionalism, a long term look and a focus on financial factors.

ESG is part of the strategy to mitigate reputational issues and investment risk whereever possible.

 

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]

Deutsche Finance´s ESG policy establishes objectives for integrating ESG factors into the investment process, outlines ESG-related principles that guide investment decision-making, and specifies that the policy must be implemented across  investment types, property sectors and regions. The policy also describes Deutsche Finance´s commitment to monitoring and reporting of ESG objectives.

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 Conflict of Interest Policy summarizes the key conflicts of interest that Deutsche Finance may be exposed to at certain stages in the investment management process (i.e. fundraising, investment, management, exit) and describes specific procedures to appropriately address and resolve them. If a conflict of interest arises which the Compliance Officer deems is sufficiently serious to be disclosed to the relevant client, the firm will disclose the conflict and discuss with the client how best to manage the conflict. Sufficient detail should be given to the client to enable it to take an informed decision about the service in the context of which the conflict of interest has arisen.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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