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Harvard University Endowment

PRI reporting framework 2018

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You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 01. ESG incorporation strategies

01.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf for all your listed equity and/or fixed income assets:

Active investment strategies

Active investment strategies
Listed Equity
FI - SSA
FI - Corporate (financial)
FI - Corporate (non-financial)
FI - Securitised
Screening
Thematic
Integration
None of the above

01.2. Additional information. [Optional]

After making an investment with an external manager, HMC continues to monitor identified ESG risks and maintains a dialogue  with such mangers to ensure effective oversight.  

Wth respect to external managers of listed equity commingled funds, HMC periodically notifies such managers of the University's investment restrictions with respect to tobacco stocks and the securities of certain companies operating in Sudan.

HMC requires external managers operating separately managed accounts for listed equities where positions are held in the name of Harvard University to comply with the University's investment restrictions regarding tobacco stocks and the securities of certain companies operating in Sudan.


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