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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. 外部で運用する資産のうち、PRI署名者が運用しているのはおよそ何パーセント(+/- 5%)ですか?

43 %

11.2. 組織では、RIに関するベストプラクティスが保有資産の運用に確実に適用されるようどのようにして万全を図っているその内容を説明してください

方策

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

11.3. 補足情報。


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

12.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

トピックまたは問題
          When a manager has purchased a security from our "restricted list" we work with that manager to identify gaps in process and corrective actions.
        
実行者
資産クラス
対象範囲およびプロセス

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.

結果

Managers were retained when problems were corrected.

12.2. 補足情報。 [任意]


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