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Harvard University Endowment

PRI reporting framework 2016

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You are in Indirect – Manager Selection, Appointment and Monitoring » Listed equity (LE) and Fixed income (FI) » Monitoring

Monitoring

SAM 07. Monitoring processes (LE and FI)

07.1. Indicate whether your organisation and/or your investment consultant in the dialogue and monitoring of your external manager typically do any of the following.

General

LE

Include responsible investment as a standard agenda item at performance review meetings
Highlight examples of good responsible investment practice by other managers
Discuss if the manager has acted in accordance with your overall investment beliefs on responsible investment and ESG issues
Discuss if the manager has acted in accordance with your organisation's overall strategy on responsible investment and ESG issues
Discuss if the manager has acted in accordance with your organisation's overall policy on responsible investment and ESG issues
Review the manager's responsible investment reporting (excluding PRI)
Review the manager's PRI Transparency or Assessment reports
Review ESG characteristics of the portfolio
Review the impact of ESG issues on financial performance
Encourage your managers to consider joining responsible investment initiatives/organisations or participate in collaborative projects  with other investors
Include responsible investment criteria as a formal component of overall manager performance evaluation
Other general aspects of your monitoring, specify
None of the above

If you select any 'Other' option(s), specify

07.2. Provide additional information relevant to your organisation's dialogue and monitoring of external managers.

We encourage our managers to consider joining responsible investment initiatives and collaborate with other investors, but these efforts are not currently sufficiently systematic for us to report them above.


SAM 08. Percentage of (proxy) votes cast (Not Applicable)


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