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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Our annual engagement plan and priorities are approved each year by our trustees and discussed with our clients through annual "preview" reports, quarterly webinars, and quarterly updates. Many issues are multi-year, and are identified on our annual plans as such. These are public on our website, including key goals and progress achieved. Our proxy voting guidelines are amended on an as-needed basis. Our screening criteria is discussed in-house, typically on a bi-annual basis, in terms of any needs for refinements due to changes in the marketplace and technology, or availability of public information to determine the companies that might be prohibited. Our policy engagement priorities typically take place on a more ad-hoc basis, as determined by how engagement on policy might affect our active ownership priorities overall, or where we and our colleagues might have opportunity to move public policy that assists our active ownership goals and core issues, key corporate transparency and shareholder rights topics, or drive investment certainty on an ESG basis to increase opportunity and reduce risk.

SG 06. Main goals/objectives this year (Private)