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Strategic Investment Group

PRI reporting framework 2017

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

Outputs and outcomes

SAM 11. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 12. Examples of ESG issues in selection, appointment and monitoring processes

12.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          Needed an ESG strategy that was in close alignment with a client's particular mission.
        
Conducted by
Asset class
Scope and process

Coordinated with the client and a responsible investment research firm (client was able to hand pick the underlying ESG indicators that were most relevant to them) to build a custom U.S. equity strategy that was in direct alignment with the client's mission and values.

Outcomes

Launched the strategy in early 2016.

Topic or issue
          Identified a high quality ESG manager for a client in need of a global equity ESG strategy, but the account minimum was too high.
        
Conducted by
Asset class
Scope and process

Combined client's assets with a larger client with similar ESG objectives and also in need of a global equity ESG manager so that together their allocations met the minimum account size threshold.

Outcomes

Funded the strategy in mid-2016.

12.2. Additional information.


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