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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

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

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are active in the PRI Corporate Bondholder Working Goup and the Water Risks in Agricultural Supply Chains Working Group. We read and distribute information on events, webinars, joint letters and initiatives to our team, other CBIS staff, and external colleagues that are also PRI signatories where appropriate. We flag for PRI staff emerging issues that might enhance their ability to do their work, and seek ways to collaborate with PRI when possible--including collaboration between PRI and other networks we belong to. In 2016, we also developed a 2,000 word document highlighting how we implement each of the 6 PRI Principles, to share with consultants and others. We further signed on to the PRI Joint  Statement on Investor Expectations on Labour Practices in Agricultural Supply Chains.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are not ACGA members, but communicate with ACGA staff and director Jamie Allen on our engagement initiatives in Asia that might overlap with its work or the work of the ACGA membership (particularly on ESG themes).

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are not members of ACSI, but communicate with staff on RI issues, including how to identify Austrialian super investors that might have an overlap or interest in our CRI activities or corporate engagements.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are members and regularly communicate with CDP staff on reports and attend events. We shared information in 2016 on our Chinese company engagements to get direct feedback from CDP staff in that market on approach advice and performance trends.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Water Stewardship is a core theme of our engagement in 2016-17, and we read CDP research reports to enhance that work. There is also strong collaboration between the Ceres Water Hub and CDP Water, and we are active in the Water Hub.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Some CBIS staff are CFA members and highlight CFMI/ ESG activities happening there where appropriate.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are currently not members, but work with CII and its staff in various ways, including events (like CBIS co-hosting a side event recently at a CII conference on climate engagement responsibilities at oil and gas companies), staying abreast of core corporate governance developments, and working together on shareholder rights strategies as part of a broader coalition. We are well-versed in CII priorities, documents and guides, working groups and structures, and its membership.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

CBIS' Director of Catholic Responsible Investing is a member of ICCR's Board of Directors and actively participates in strategic planning for the organization. Our Executive VP was previously a Board member.

In addition, CBIS coordinates much of its engagement and policy activity with ICCR and its members to insure there is no duplication of effort or activities that will conflict. The supermajority of our CRI staff are active in multiple working groups of ICCR, including Human Rights, Climate Change, Global Health, Domestic Health, Food, Water, and Finance. We are part of the ICCR Water Leadership Team, and we head the Global Health Innovation Subcommittee. We coordinate communications with ICCR in many cases, and help develop joint ICCR statements and comment letters on an ad-hoc basis.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Our Assistant Director of CRI was an ICGN member during 2016 and has been active in ICGN for a decade.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

CBIS is a long-time member of INCR and active in the Carbon Asset Risk Working Group, SICS, Water Hub, Policy Group, and other initiatives. We work with INCR on a host of initiatives and strategy, as climate change is a core engagement focus for us. We regularly attend INCR conferences and meetings, and have weekly correspondence with staff on various issues.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are not a member, but work with LAPFF engagement staff on key company dialogues and initiatives, like oil and gas engagements.

          US SIF
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

CBIS has been a long-time member of US SIF, and routinely sponsor its bi-annual Trends Report on SRI. We sponsor SIF events and annual conferences, are regular speakers at SIF conferences, and are active in several working groups, including the recently closed Sustainable Investment Research Analyst Network (SIRAN).

 

 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are members, communicate with staff on priorities,  and attend events related to the faith community or engagement.

          The Ecumenical Council for Corporate Responsibility
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are members and collaborate with ECCR on key campaigns, statements and engagements.

          SRI Conference (USA)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

CBIS is a regular attendee and/or speaker at the SRI Conference.

          Corporate Human Rights Benchmark
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

CBIS assisted in the creation of the CHRB by participating in input sessions for the benchmark, stakeholder meetings, and providing comments that helped to influence the final criteria.


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate which of the following actions your organisation has taken to promote responsible investment, independently of collaborative initiatives.

specify description

          We spend many resources building strong networks to move forward key RI initiatives. Those include partnerships with labor and faith organizations, NGOs, and international investors.
        

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

We signed on to the G20 statement on climate change. Wrote an in-depth letter to the US SEC on investor needs for improved ESG information and standards, and signed on to various issue-specific joint letters to companies and industries. Our CRI Director serves on the board of ECPAT USA and we collaborate with ECPAT USA & ECPAT INTL on human trafficking issues. We speak at RI conferences and events and host ESG educational sessions for our clients and prospective clients.


SG 11. Dialogue with public policy makers or standard setters

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

11.2. Select the methods you have used.

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

Climate change, Paris Agreement, human trafficking and slavery, and ESG reporting standards.


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