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The Scott Trust Limited (Guardian Media Group)

PRI reporting framework 2018

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

Outsourcing to fiduciary managers and investment consultants

SG 12. Role of investment consultants/fiduciary managers

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

12.1. Indicate whether your organisation uses investment consultants.

12.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

12.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

Asset class

12.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          Our consultant assists the Head of Investment and the Investment Committee in developing and refining a workable investment policy meeting both our responsible investment and financial objectives.
        

Describe how responsible investment is incorporated

          RI/ ESG is vital to SAA considerations and the work of our consultant here. For example, our entire asset allocation aims to align with climate change metrics while meeting long term strategic objectives.
        

Describe how responsible investment is incorporated

          Our consultant incorporates RI and ESG analysis into their investment research work for us. This assists in the identification and ongoing monitoring of external managers for compliance with our RI objectives. RI/ESG criteria in the selection, appointment and monitoring of external managers and as a key screen in all manager searches. Detailed monitoring of managers for potential fossil fuel exposure is undertaken. Broader ESG criteria are monitored (e.g. emissions, ESG ratings, voting/engagement).
        

12.7. Additional information [Optional].


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