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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

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

01.7. Additional information [Optional].

Based on our understanding of these terms as highlighted in the notes for the Assessment, this question does not apply to us. We internally make the decision to hire, fire and monitor all of our external managers and to assist our investors with asset allocation when needed.

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

Listed equity

Fixed income - SSA
Fixed income - Corporate (financial)
Fixed income - Corporate (non-financial)
Fixed income - Securitised

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

The ability of our external managers to implement our screening protocols with rigor is a top priority, but we also must ensure that managers provide us with the rights to vote and engage on behalf of our fund holdings, and for managers to retain certain minimal levels of stock or debt for engagement purposes based on our CRI priorities.

02.3. Additional information. [Optional]