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Advanced Capital (delisted)

PRI reporting framework 2017

You are in Indirect – Manager Selection, Appointment and Monitoring » Overview

Overview

SAM 01. Role of investment consultants/fiduciary managers

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether your organisation uses investment consultants and/or fiduciary managers.

01.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

01.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

01.7. Additional information [Optional].


SAM 02. RI factors in selection, appointment and monitoring across asset classes

02.1. Indicate for which of the following externally managed asset classes your organisation, and/or your investment consultants, consider responsible investment factors in investment manager: (a) Selection, (b) Appointment (investment management agreements/contracts), and (c) Monitoring

Select all that apply

Asset classes

(a) Selection

(b) Appointment

(c) Monitoring

Private equity

02.2. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

Advanced Capital has incorporated ESG issues into the investment process, both in the screening/due-diligence pre-investment phase and in the monitoring post-investment phase. In order to be considered for a commitment by the Firm, each general partner has to outline its ESG policy and practices, with a special attention reserved to sectors deemed to be particularly at risk, e.g. traditional energy. Special consideration is given also to the most striking cases which are usually identified, resolved and reported by general partners in constant dialogue with Advanced Capital.

02.3. Additional information. [Optional]


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