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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

You are in Organisational Overview » Gateway asset class implementation indicators

Gateway asset class implementation indicators

OO 10. RI activities for listed equities

10.1. Select the direct or indirect ESG incorporation activities your organisation implemented for listed equities in the reporting year.

10.2. Select the direct or indirect engagement activities your organisation implemented for listed equity in the reporting year.

10.3. Select the direct or indirect voting activities your organisation implemented for listed equity in the reporting year


OO 11. RI activities in other asset classes

11.2. Select the externally managed assets classes where you addressed ESG incorporation and/or active ownership in your external manager selection, appointment and/or monitoring processes (during the reporting year)

11.3. Additional information. [Optional]

CBIS chooses external managers, in Listed Equities and Fixed Income,  partly on their ability to implement our Catholic Responsible Investing (CRI) approach and processes--especially as they relate to our approach to screening protocols across all of our asset classes. This is integral to our ESG integration approach in manager selection. In 2016, we also began exploring long-term plans and projects to better educate our external managers on ESG integration, including a special focus on FI managers (several of whom are PRI signatories) during 2017. We built a foundation for that planning in 2016 with our involvement in the PRI's Corporate Bondholder Working Group, as well as planning events and panels in 2017 for the FI community and our FI managers. We are continuing to reach out to our external managers through surveys on ESG and RI and PRI incorporation, and through questions at regular meetings.


OO 12. Modules and sections required to complete

You will need to make a selection in OO 12.1 only if you have any voluntary modules that you can choose to report on.

12.1. Select from below any additional applicable modules or sections you would like to report on voluntarily. You are only required to report on asset classes that represent 10% or more of your AUM.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity active ownership

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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