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Developing World Markets

PRI reporting framework 2017

You are in Direct - Inclusive Finance » PIIF Principle 6: Balanced returns

PIIF Principle 6: Balanced returns

IFD 28. How social performance of investees affects decision making and portfolio management

Possible action:

Strive for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors.

28.1. Indicate if the social performance of investees affects your:

Investment decision making

28.2. Explain how social performance of investees affects investment decision making.

DWM uses the ESG IQs to assess the social impact of an institution during the due diligence process. The results of the ESG IQs are integrated into all investment committee memos, and all institutions are evaluated for both their financial and social quality and performance.

Portfolio management

28.3. Explain how social performance of investees affects portfolio management.

DWM uses the ESG IQs on an annual basis once an investment is made in order to monitor and benchmark the social performance of all institutions.

28.4. Additional information. [Optional]


IFD 29. Staff incentives linked to social performance measures (Private)


IFD 30. Collecting data regarding social outcomes of investees work (Private)


IFD 31. Incentivise investees to track social performance (Private)


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