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Alphinity Investment Management Limited

PRI reporting framework 2020

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.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          We have two highly-qualified external consultants on our Sustainable Share Fund Compliance Committee who have a governance role. They review and help develop Alphinity's investment policies with an view to improving practices and advancing the industry
        

Describe how responsible investment is incorporated

          While the external consultants on our Sustainable Share Fund Compliance Committee do not act as porftfolio managers or analysts, they also have a governance role in that they review companies in the portfolio for appropriateness around ESG and SDGs and also review the output of our external data provider (currently MSCI) for relevance and accuracy.
        

12.7. Additional information [Optional].

The consultants we use have a very specific role purely around responsible investment and, in particular, assessing the way in which our companies are supporting the achievement of the SDGs


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