A revision of the Corporate Governance and Performance Measurement modules and an update to the Funds of Funds / Multi Manager DDQ.
This module has been updated to: reflect the latest regulations in today’s market, including an increased ESG focus; to make governance more broad reaching, recognising other stakeholders beyond the investor and; to further integrate changes made to other modules and guidelines such as the Tax Code of Conduct.
What has changed?
We have mainly reworded or restructured the principles and guidelines. The language has been updated to reflect current functions, organisations and roles within an investment vehicle, in line with recent regulations such as AIFMD and to put an emphasis on the investment manager rather than focusing on the vehicle itself. We’ve introduced one new Sustainability principle and developed guidelines reflecting responsibility towards the environment, society and other stakeholders. And we have cross referenced and further integrated the other modules eg Tax Code of Conduct and pricing governance best practice.
This updated version has been aligned with the generic INREV DDQ issued in 2018 and resembles the same phased approach consisting of three stages: Preliminary, Advanced and Supplementary. It has also been aligned with the terms in the Global Definitions Database to improve its usability across the globe.
If you have feedback on the DDQ please send your comments to email@example.com.
How do you provide feedback?
Members are requested to provide feedback at a company level, we encourage you to identify an individual or a group of individuals who best represent the view of your company and have the right expertise and skills to comment on the various revisions.
There are three different ways to provide your company views and participate in the dialogue: