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Harvard University Endowment

PRI reporting framework 2016

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SAM 03. Breakdown by passive, quantitative, fundamental and other active strategies (Private)

SAM 04. ESG incorporation strategies

04.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf:

Active investment strategies

Active investment strategies



None of the above

04.2. Additional information. [Optional]

HMC strongly encourages external managers of commingled funds to incorporate relevant material ESG risk factors, but does not mandate specific active investment strategies. HMC notifies external managers of commingled funds on a quarterly basis regarding the negative screening HMC applies to its own portfolio with respect to tobacco stocks and the securities of certain companies operating in Sudan.

HMC does require external managers operating separately managed accounts where positions are held in the name of Harvard University to comply with the University's negative screening with respect to tobacco stocks and the securities of certian companies operating in Sudan.  HMC notifies such managers of these restrictions on a quarterly basis.