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Strategic Investment Group

PRI reporting framework 2017

You are in Strategy and Governance » Implementation not in other modules

Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

          We conduct an annual stress test of our client portfolios to assess near term vulnerabilities through a base case and potential positive/negative outcomes.
        

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

12.3. Additional information. [OPTIONAL]


SG 13. Long term investment risks and opportunity (Private)


SG 14. Allocation of assets to environmental and social themed areas

New selection options have been added to this indicator. Please review your prefilled responses carefully.

14.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

14.2. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

% of AUM

Brief description and measures of investment

% of AUM

Brief description and measures of investment

% of AUM

Brief description and measures of investment

% of AUM

Brief description and measures of investment

% of AUM

Brief description and measures of investment

% of AUM

Brief description and measures of investment

% of AUM

Brief description and measures of investment

14.3. Additional Information [Optional]

          
        

SG 15. ESG issues for internally managed assets not reported in framework

15.1. Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Listed equities – ESG incorporation

Strategic prides itself on developing customized investment solutions for each client.  As many of our clients pursue ESG objectives as part of their core mission, we have structured investment portfolios - including internally managed listed equity portfolios - to further these goals.

Listed equity - (proxy) voting

N/A

15.2. Additional information [Optional].


SG 16. ESG issues for externally managed assets not reported in framework

16.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Hedge funds

Strategic prides itself on developing customized investment solutions for each client.  As many of our clients pursue ESG objectives as part of their core mission, we have structured investment portfolios - including hedge fund portfolios - to further these goals.

16.2. Additional information.


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