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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

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

Outputs and outcomes

SAM 11. Percentage of externally managed assets managed by PRI signatories

11.1. Indicate approximately what percentage (+/- 5%) of your externally managed assets are managed by PRI signatories.

43 %

11.2. Describe how you ensure that best RI practice is applied to managing your assets

Measures

          continuous training for new staff on screening protocols. Heightened questions over time on ESG practices and PRI involvement.
        

11.3. Additional information. [Optional]


SAM 12. Examples of ESG issues in selection, appointment and monitoring processes

12.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          When a manager has purchased a security from our "restricted list" we work with that manager to identify gaps in process and corrective actions.
        
Conducted by
Asset class
Scope and process

Where gaps were identified, managers were able to put corrective actions into place to rectify the issue from happening again and securities were sold. CBIS provides ongoing screening training to all new staff at our external managers to minimize this from happening.

Outcomes

Managers were retained when problems were corrected.

12.2. Additional information.


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