Responsible Investing
Visio's intention is to derive long term value for our investors through incorporating an enhanced Environmental, Social and Governance (ESG) process and overlay to our existing valuation framework. This recognises the importance of sustainable behaviour in generating long-term opportunities, and identifying risks, for companies and industries in our investable universe. The COVID-19 pandemic has accelerated the acceptance of an ESG-framework for inclusion in investment processes.
Visio ESG Policy Statement and DeclarationVisio CRISA2 Statement
firm's policies
Please find the links below to download the various policy documentation.
- Anti-Bribery and Corruption Policy PDF Download
- Conflict of Interest Policy PDF Download
- FAIS Disclosure Document PDF Download
- PAIA Manual PDF Download
- Privacy Policy PDF Download
- Proxy Voting Policy PDF Download
- Responsible Investing Policy PDF Download
- Supervision Policy PDF Download
- Trade Allocation Policy PDF Download
- Treating Customers Fairly PDF Download
- Visio ESG Policy PDF Download
- CRISA Statement PDF Download