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DTZ Investors

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

Every fund has a clear set of investment objectives that each investment must be considered against, these objectives steer the investment strategy. The investment strategy considers ESG factors, ensuring that every investment is assessed for ESG opportunities and risks. This means ESG is considered as part of our investment process from pre-acquisition to disposal.

DTZ Investors believes that the sustainable credentials of buildings will make an increasing difference to the long-term obsolescence and investment performance of property. 

We assess ESG throughout the investment life-cycle: 

  • Acquisition/disposal and design stages
  • Operation and maintenance
  • Improvements/renovations/developments
  • Benchmarking and review

Building efficiency and the Minimum Energy Efficiency Scheme (MEES) are two areas that are factored in on every property with efficiency improvements and ensuring the investment is compliant having real economy impact. 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

To maintain coordination and leadership, we have established a committee of experts representative of our fund management, energy& sustainability and property management teams. This committee that has been responsible for the development and approval of the procedures and targets set out in our RPI policy, and for overseeing its implementation, reporting on results and future modifications. Furthermore, we are committed to fostering the right culture and appropriate training to enable all employees to understand the objectives of our responsible investment policies as well as relevant legislation and best practices.

The responsible investment policies are applicable to all of our discretionary managed property portfolios and to our advisory mandates in so far as the scope of our contractual services and ability to influence the management of portfolios. These policies are designed to be specific and measurable so that we may evaluate and report on their success and implementation in future years.

Our policies are designed to promote environmental, social and governance (ESG) performance in ten core areas: Energy efficiency; Water efficiency; Waste and Materials; Ground and water pollution; Air pollution; Transport; Flood risk; Supply chain management; Occupier well-being; Impact on local communities.


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].

Our detailed RPI policy, which includes formalised guidelines on environmental, social and corporate governance factors, is publicly available on our website - this includes how we report and climate-related issues that our property investments impact. 

https://www.dtzinvestors.com/en/about-us/responsible-investment/ the link is at the bottom this page for the RPI Policy. 

In addition, our Capabilities Statement sets out our investment management approach & philosophy and details our commitment to responsible investment; https://www.dtzinvestors.com/media/55575/cus100169-capabilities-statement-dtz-investors_v01.pdf

Bolstering our policies DTZ Investors follows the wider Cushman & Wakefield (C&W) policies and principles that support the Responsible Property Investment Programme: http://www.cushmanwakefield.ca/en/about-us/corporate-social-responsibility/


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Effective identification and management of conflicts of interest is essential for DTZ Investors to maintain its reputation for professional integrity and manage commercial risks associated with acting as a professional advisor to clients. DTZ Investors follows the wider Cushman & Wakefield (C&W) policy on conflicts of interest.

C&W’s Global Managing Conflicts of Interest Policy establishes a set of expectations and guidelines designed to ensure that C&W’s directors, officers, partners, employees, brokerage professionals and independent contractors avoid activities or relationships that may impair, or appear to impair, their ability to make objective and fair business decisions when performing business duties.

More details can be found here under Ethics and then code of business conduct:  http://global.cushmanwakefield.com/en/about-us/corporate-social-responsibility

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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