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Optimum Asset Management Inc

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

          Optimum Asset Management has selected the services of a firm specialized in Responsible Investment, namely the Groupe Investissement Responsable (GIR). GIR is a Canadian leader in the area of extra-financial strategic advisory services. GIR rates all Canadian bond issuers in terms of ESG factors. This rating is used by our Credit Committee in the analysis and selection of approved issuers to be included in our portfolios.
        

Describe how responsible investment is incorporated

          Optimum Asset Management has selected the services of a firm specialized in Responsible Investment, namely the Groupe Investissement Responsable (GIR). GIR is a Canadian leader in the area of extra-financial strategic advisory services. We use GIR as a proxy-voting entity on behalf of Optimum Asset Management portfolio managers.
        

12.7. Additional information [Optional].


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