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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.

Equigest is convinced that the extra-financial elements express the positioning of companies in the context of sustainable development and their relationship with their stakeholders.

Equigest wishes to favor, on behalf of its customers, companies that are looking for a good position on these issues in absolute terms and compared to their peers, especially in terms of governance.

Equigest subscribed to receive ESG data from the MSCI ESG agency to benefit from the agency's experience in defining the key factors to be followed for each company according to their sector of activity, and the relative evaluation which is given sector by sector

Equigest wishes to eliminate from its investable universe companies that are very far from the standard of ESG good practices, and reduce extra-financial risks which can also materialize financially.

ESG scores, controversies and Scope 1 and 2 greenhouse gas emissions are monitored to inform analysts for their financial analysis and managers before investing.

In the portfolios concerned, Equigest strives to eliminate the 20% of the lowest rated issuers from the universe concerned or by default from the universe rated by MSCI ESG.

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 stock market orders between the different accounts (UCITS and mandates) are pre-assigned the order is placed by the manager, which does not allow him to favor or disadvantage certain clients.

The company does not trade between a managed portfolio and its own account or arbitrage between UCITS and UCITS and between UCITS and mandates.
Likewise, there is no investment in unlisted financial instruments of which a client, the company's own-account, an officer or employee of the company or a related to the company holds a significant participation in the capital of the issuer.

Any management error is impacted on the account Equigest miscounts; the president and the controller are the only people authorized to operate this account.
The chairman and the entire audit committee are informed of any movements on this account.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Not Completed)