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Smith & Williamson Investment Management LLP

PRI reporting framework 2020

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]

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]

          The Investor Forum
        

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 (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.

Description

          Conferences, Trustee training and articles
        

Frequency of contribution

Description

          Correspondence with third party managers
        

Frequency of contribution

Description

          Spoke at conferences to promote RI.
        

Frequency of contribution

Description

          Published various papers in-house
        

Frequency of contribution

Description

          We encourage external funds to become members of the PRI
        

Frequency of contribution

Description

          Roundtable with the FRC
Consulted on the new staewardship code 
Met wtih FRC to discuss 2020 Code
        

Frequency of contribution

Description

          Various articles on ESG published
        

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]

We recently signed up to the Investor Forum. Though this we have begun to engage collaboratively through their platform.

We have also decided to join Climate Action 100+, going forward we will engage collaboratively through their initiatives.


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


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