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Gestión de Previsión y Pensiones E.G.F.P

PRI reporting framework 2018

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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.

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 policy regarding the third parties funds, will be explain along our reporting.

12.7. Additional information [Optional].

G.P.P relies on Quality Funds platform for the selection, appointment and monitoring of external managers and funds. As we will explain, this platform is compound for a group of analysts (the team is composed by around 30 analysts) divided in several subgroups depending on the asset type and the stage of the selection process. Thus, there is one group in charge of the development of the Due Diligence of the Asset Manager. Once the Due Diligence has been passed, the group of analysts carry out the study of a concrete Fund, which will have to pass another due diligence at a fund level. If selected, it will be incorporated to a Catalogue with an internal rating based on an internal methodology which combines quantitative and qualitative aspects. 
Whenever any of these funds are incorporated in any of our portfolios, a monthly report is elaborated and sent by the analysts to the portfolio manager.
Additionally, as we will explain in the following questions, during 2015 we developed a procedure to assure that all the funds included in our portfolios, are consistent with our SRI policy in terms of exclusions and proxy voting.