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Fulcrum Asset Management LLP

PRI reporting framework 2019

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Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fulcrum is committed to the principles of UN PRI and we are committed to the principles. E.g. we integrate ESG risks in our investment process and we promote being a signatory to our external managers.

We wish to collaborate more with the UN PRI and have had several calls with the organisation to volunteer our time and expertise to working groups. We would hope to join some of these in the coming year.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          Task Force For Financial Disclosure
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          Cambridge Institute of Sustainability Leadership
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]


SG 09.2. Assets managed by PRI signatories (Private)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Fulcrum's Head of Risk Piotr Chmielowski spoke at the SUPRA 2018 as part of a panel discussion on ESG. Fulcrum's Head of Alternatives and Chair of the Responsible Investment Committee, Matthew Roberts spoke on sustainability investing at the Local Government Pension Investment Forum.
        

Frequency of contribution

Description

          Written papers on how to integrate RI generally as well as specifically in certain strategies. These are written on demand but we did two just this year and expect the frequency to increase.
        

Frequency of contribution

Description

          As part of our annual communication with our external managers we promote being a signatory to the UN PRI.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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