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TPT Retirement Solutions

PRI reporting framework 2019

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

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

          In practice we develop our own policies on Responsible Investment but there is an opportunity for the Investment Consultant to review these as part of the oversight role at the Investment Committee meetings.

Describe how responsible investment is incorporated

          We have considered climate risk at the portfolio level and seek to integrate this into our strategic asset allocation where appropriate.  We also assess managers approach to ESG and Climate Change.

12.5. Indicate whether your organisation considers any of the following responsible investment factors in the monitoring of fiduciary managers

12.6. Describe the approach you take to monitoring your fiduciary managers and the reason(s) for this approach [Optional].

We monitor the progress of our fiduciary manager on a quarterly basis through investment reports and through an annual stewardship meeting. The fiduciary manager includes ESG scores of the underlying managers in TPT's quarterly reporting.

We have actively discussed the Fiduciary Manager's approach to ESG in the last 12 months.

12.7. Additional information [Optional].