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Talaria Asset Management

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment

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]

All new investment staff completed RI training offered by the UN PRI. 

We attended industry seminars held by third parties such as the CFA Society which focused on UN PRI initiatives. 

As a firm, we continue to look for opportunities to participate in collaborative engagements with portfolio companies utilising the shared resources of the UN PRI. 

          Verified Tobacco Free - Tobacco Free Portfolios
        

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]

We were one of the first Australian funds management firms to sign the Tobacco Free Portfolio pledge and our CIO attended the Australian launch in Sydney along with the CIO's of major Austrralian superannuation funds. 


SG 09.2. Assets managed by PRI signatories (Not Applicable)


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.

specify description

          Promote benefits of ESG integration to clients and prospects of our investment products
        

Description

          As part of our regular communication with clients and prospective clients we explain the benefits of integrating ESG into our investment process and why this is more likely to produce superior investment decisions in the longer term.

We highlight that in an independent review of global equity managers by Morningstar in FY 2017 we were recognised as a 'Best in Class' Sustainable Fund in the Global Large Cap Value Fund Sector.
        

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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