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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


SG 12. Role of investment consultants/fiduciary managers


12.1. あなたの組織では、投資コンサルタントを使用しているかどうかを明示してください。

12.4. 組織が下記のサービスについて投資コンサルタントを利用しているかどうかを記載してください。これらのサービスについてどのような責任投資要素が含まれるのか説明してください。


          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


          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. 補足情報 [任意]

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