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Arkadiko Partners Ltd

Service Providers Framework 2019

You are in Strategy and Governance » Policy on ESG beliefs

Policy on ESG beliefs

SG 01. Responsible investment policy

01.1. Describe how your organisation’s philosophy incorporates environmental, social and governance factors, and the link to your business offerings.

Arkadiko Partners’ position statement on Corporate & Environmental Responsibility 

We have created Arkadiko Partners to be a business in which we – and we hope future partners – would like to work. Our ambition is to catalyse a more sustainable financial system both through our work with individual clients but also more widely, for example through our “peer network”, which is open to clients and non-clients and through which we hope to make progress on some of the more intractable issues in our industry. 

We have deliberately kept the structure of Arkadiko as simple as possible. Currently we have two equity partners and one fixed share partner and so we will all share in the success of our business as it grows and has more impact. Culturally, we are completely open and transparent and make all significant decisions on a consensual basis. Our relationship is based on trust and mutual understanding. 

Our partnership agreement commits us all to working no more than four days a week on Arkadiko work, giving each of us the capacity to fulfil additional professional and personal commitments. For example, Colin spends some of this time teaching at business schools and Jennifer is a volunteer coach. Both of us are also mentors.  

We do not have a fixed office, thereby avoiding the overheads and environmental impacts associated with this as well as keeping our costs down. We are necessarily “paper-free” and communicate internally via emails and Skype calls. We work with clients in their offices or from other mutually convenient locations and so travel is often essential. Wherever possible we use public transport however and make full use of remote communications to avoid unnecessary travel. 

https://arkadikopartners.com/what-we-do/ 

01.2. Indicate whether you have policies that formalise the incorporation of your ESG beliefs in your business offerings.

01.5. Additional information [OPTIONAL]


SG 02. Norms used to develop policies (Not Applicable)


SG 03. Policy offerings to clients

03.1. Indicate whether you offer standard, off the shelf, policies to clients as part of your product offerings, and/or whether you create tailored versions for individual clients.

Off the shelf
Tailored
Asset class-specific RI guidelines
Sector-specific RI guidelines
Screening/exclusions policy
Engagement policy
(Proxy) voting policy
RI guidelines set out within the Investment Policy Statement (IPS)
RI guidelines set out in a freestanding RI policy
Multi-year RI implementation project plan
Conflict of interest management policy
Stockbroker allocation policy
Securities lending policy
Other, please specify (1)
Other, please specify (2)
Other, please specify (3)
None of the above

03.2. Provide a brief description of the key elements, any variations, or exceptions applying to these policies.

Arkadiko Partners works with its clients to co-create bespoke policies and processes that best suit their approach to responsible investment

03.3. Additional information. [OPTIONAL]


SG 04. ESG/RI in business offerings (Not Applicable)


SG 05. Outsourcing of services (Private)


SG 06. Providing training/education

06.1. Indicate whether you provide training/educational services on ESG/RI. Tick all that apply.

          Leadership coaching
        

06.2. Describe the main components of your training/educational services on ESG/RI and any variations depending on the group you provide training/education to.

Arkadiko Partners assists organisations in equipping themselves with the necessary expertise and resources to implement a succesful responsible investment strategy 

06.3. Describe whether these training/educational services include any commercial elements.

          These services are included with the overall fees charged by Arkadiko to its clients with the exception of the leadership coaching element
        

06.4. Additional information. [OPTIONAL]


SG 07. Applying, advancing and promoting the PRI principles

07.1. Describe how your organisation applies, advances and promotes the PRI Principles.

Arkadiko Partners works with its clients to assist them in advancing the PRI Principles through their own work 

07.2. Highlight whether there are any ways that your organisation would like to engage further with the PRI. [OPTIONAL]


SG 08. Actions taken to promote responsible investment

8.1. Indicate which of the following actions your organisation has taken to promote responsible investments during the reporting year, independently of collaborative initiatives.

8.2. Additional information. [OPTIONAL]


SG 09. Long term trends

09.1. Indicate which of the following long-term trends are addressed in your product outputs.

09.2. Explain how this long-term trend affects your product outputs.

Arkdiko Partners helps to educate and raise client awareness of the importance of this issue to their future business 

09.2. Explain how this long-term trend affects your product outputs.

Arkdiko Partners helps to educate and raise client awareness of the importance of this issue to their future business 

09.2. Explain how this long-term trend affects your product outputs.

Arkdiko Partners helps to educate and raise client awareness of the importance of this issue to their future business 

09.2. Explain how this long-term trend affects your product outputs.

Arkdiko Partners helps to educate and raise client awareness of the importance of this issue to their future business 


SG 10. Interaction with asset owners (Not Applicable)


SG 11. Aligning approach with investor goals

11.1. Describe how you typically align your organisation’s philosophy and approach to ESG/RI with your investor clients’ goals.

11.2. Additional information. [OPTIONAL]


SG 12. ESG recommendations not aligned with investor goals

12.1. Describe what steps you take, if any, when your ESG recommendations are not in line with your investor clients’ goals.

Arkadiko Partners works with its clients to co-create its recommendations and so this situation would not arise

12.2. Additional information. [OPTIONAL]


SG 13. Seeking feedback from clients

13.1. Indicate whether you seek feedback from clients on your RI/ESG services and product offerings

13.2. Describe how you use this feedback in your RI/ESG services and product offerings.

Our services and product offerings are continuously evolving to adapt to the rapidly changing external environment and, as previously stated, we work closely with our clients to co-create solutions. 


SG 14. Managing conflicts of interest

14.1. Indicate whether your organisation has a policy for managing potential conflicts of interest.

14.2. Describe how you manage potential conflicts of interest.

Arkadiko Partners is a small organisation and so we are able to discuss fully any potential contract as and when it arises. However, as a small, independent business we have so far not experience conflicts of interest and expect that these will be extremely rare. 

14.3. Describe how you ensure that company employees do not derive any personal gain from the use of information collected during your work process.

We are an extremely small organisation with full transparency and high levels of trust between us. We hold each other to account for maintaining the highest standards of confidentiality in our work.

14.4. Additional information. [OPTIONAL]


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