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Strategic Investment Group

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.

Please explain why you do not.

Not all of our clients have chosen to pursue ESG objectives within their portfolios.  For those that have, we have hired managers and continue to look for managers who engage with companies on ESG factors.

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

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

11.3a. If your organisation does not integrate ESG factors into investment decisions on your internally managed assets, explain why not.

We addressed ESG incorporation with internally managed listed equity investments during the reporting year, but not with internally managed fixed income investments (primarily Treasury securities) or cash.

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)

'Other (1)' [as defined in OO 05]

          Balanced
        

11.3. Additional information. [Optional]


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 incorporation

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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