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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 03. Breakdown by passive, quantitative, fundamental and other active strategies (Private)


SAM 04. ESG incorporation strategies

04.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf:

Active investment strategies

Active investment strategies

Listed Equity
FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?
FI - Securitised?

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity

Screening

Thematic
Integration
None of the above

04.2. Explain how you integrate ESG factors in the selection, appointment and monitoring of your passive funds

We select, monitor and appoint external managers based on their ablity to meet both our financial strategy and CRI criteria. Our CRI criteria consist of all managers, across asset classes, being able to implement our screening list and protocols, CRI record keeping, minimum holding retentions for engaged companies, and the ability for CBIS to instruct engagement and voting across our funds. This includes passive, active and quant strategies.

04.3. Additional information. [Optional]


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