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Grupo Fineco

PRI reporting framework 2020

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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.

12.5. 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].

Our extensive due diligence questionnaire when selecting, appointing and monitoring of external managers includes a large set of ESG questions in order to evaluate those managers´ capacities and above all, willingness to apply ESG variables and analysis in their investment process, ESG reporting, management of controversies, and proxy voting and engagement. We analyze those firms and portfolio managers´ track record in ESG in order to avoid any potential greenwashing.

12.7. Additional information [Optional].


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