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Barrow, Hanley, Mewhinney & Strauss, LLC

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage (Private)


SG 01 CC. Climate risk (Not Applicable)


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

URL/Attachment

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

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].


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.

As a fiduciary, BHMS is required to act in each client’s best interests and to care for the clients’ assets in such a manner as to benefit the client. Violations of the Firm’s fiduciary duty could damage the reputation of the Firm and could also harm its clients, and subject the organization and its employees to legal liability and regulatory penalties. Compliance with this duty can be achieved by trying to avoid conflicts of interest and by fully disclosing all material facts concerning any conflict that does arise with respect to any client. The Firm’s policy is to consider any conflict or potential conflict of interest when conducting business. Conflicts may arise both inside and outside BHMS, therefore the Firm examines, reviews and addresses these conflicts and competing interests formally through our internal controls and procedures, and on an ongoing basis in our advisory business.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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