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Strategic Investment Group

PRI reporting framework 2017

You are in Indirect – Manager Selection, Appointment and Monitoring » Overview


SAM 01. Role of investment consultants/fiduciary managers

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

01.1. Indicate whether your organisation uses investment consultants and/or fiduciary managers.

01.7. Additional information [Optional].

SAM 02. RI factors in selection, appointment and monitoring across asset classes

02.1. Indicate for which of the following externally managed asset classes your organisation, and/or your investment consultants, consider responsible investment factors in investment manager: (a) Selection, (b) Appointment (investment management agreements/contracts), and (c) Monitoring

Select all that apply

Asset classes

(a) Selection

(b) Appointment

(c) Monitoring

Listed equity

Fixed income - Corporate (non-financial)

Private equity

02.2. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

Strategic works with each of its clients to determine their specific preferences, including ESG objectives, before building out the optimal implementaion.  The solutions that we have crafted collaboratively with our clients include the use of screens covering a wide range of businesses as well as the identification of external managers that employ ESG or impact objectives as an integral part of their investment process.

02.3. Additional information. [Optional]