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Lombard Odier

PRI reporting framework 2017

Organisational Overview

Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements conducted via collaborations [LEA 05 - 06] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16]

Indirect - Inclusive Finance

Context [IFI 01] Selection [IFI 02] Contractual agreements and mandate design [IFI 03] Disclosure [IFI 06 - 07]

Export Public Responses

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You are in Indirect - Inclusive Finance » Investment manager monitoring and reporting

Investment manager monitoring and reporting

IFI 04. Monitoring managers’ implementation of the PIIF

04.1. Indicate if you monitor your current investment managers’ implementation of the PIIF principles.

Yes

04.2. Indicate the frequency of reporting you typically require.

Annually or more frequently

Every two years or less

Ad-hoc, specify

No

04.3. Additional information. [Optional]

We require the selected fund managers to develop social impact criteria and to regularly report on them.

IFI 05. Managers provide information in line with established industry standards (Private)

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