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Wells Fargo Asset Management

PRI reporting framework 2018

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

ESG investing has been identified by senior leadership as one of our firm’s key strategic initiatives, and WellsCap has seen much advancement in its ESG integration strategy over the last four years. During this time the firm created a PRI working group as well as dedicated ESG team to build out our holistic ESG capabilities.

The PRI working group - with representatives from Marketing, Compliance, Operations, Portfolio Risk Management and Analytics, and the Office of the CIO - meets quarterly to offer cross-team oversight and direction to the firm's overall ESG initiatives. The dedicated ESG team works towards established objectives which are reviewed on an annual basis.


SG 06. Main goals/objectives this year (Not Completed)


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