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PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報 [任意]

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