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Trust Waikato

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

          The Trust's first investment objective is to "Wherever possible, improve environmental, social and governance conditions around the world."   The Trust's responsible investment approach is included as a significant part of our Investment Policy.
        

Describe how responsible investment is incorporated

          Our Stategic Asset Allocation process has continued to lead us to opportunities to select funds with ESG considerations. The Trust now has 28.5% of its investments allocated to unlisted infrastructure and unlisted property, which have a strong ESG focus.  

The Trust invested in a social infrastructure fund because of the contribution to social structures possible through the fund (eg schools and health facilities).
        

Describe how responsible investment is incorporated

          Research and due diligence by our investment advisers on potential fund managers includes their approach to RI.  These responses are assessed as part of the selection process.
        

12.7. Additional information [Optional].


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