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Service Provider Reporting Framework 2017

You are in Advisory and Consultancy » Investment policy development

Investment policy development

AC 06. RI and ESG in clients’ investment policy development

06.1. Describe how you incorporate ESG factors and RI-considerations when advising clients on investment policy development.

          We support our clients in the incorporation of ESG factors and RI considerations within their investment policies. In fact, INDEFI helps clients to define ESG Charters and to establish ESG incorporation during the different stages of the investment cycle.

- Pre-investment stage: INDEFI contributes to fundraising activities on ESG-related topics.

- Selection stage: we help our clients to define and deploy ESG assessment tools, including ESG questionnaries. In addition, INDEFI performs ESG due diligence on investment targets.

- Holding stage: INDEFI assists its clients in the monitoring and reporting of ESG criteria, as well as in identifying and valuing ESG related risks and opportunities.

- Exit: INDEFI performs ESG vendor due diligence.