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Talaria Asset Management

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment


SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。




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



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. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。


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


          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.


10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

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