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Optimum Asset Management Inc

PRI reporting framework 2020

You are in Confidence building measures » Confidence building measures

Confidence building measures

CM1 01. Assurance, verification, or review

01.1. Indicate whether the reported information you have provided for your PRI Transparency Report this year has undergone:

01.2. Additional information [OPTIONAL]

          Our philosophy of excellence prompted us to mandate Groupe Investissement Responsable (GIR) to conduct a comprehensive review of our processes and to prepare an audit report on responsible investment practices. The audit also allows us to compare our practices with industry best practices. GIR confirmed that it obtained the necessary information to produce the certificate, and its report concludes that: - Optimum Asset Management has put in place all the practices necessary to meet its responsible investment commitments; - Optimum Asset Management's initiative is based on a hybrid approach that is both comprehensive and product-specific; it combines systematic incorporation of ESG risks with the production of internal ratings, normative and sectoral exclusions, and mechanisms for dialogue and active management of voting rights; and - Optimum Asset Management is engaged in a process of continuous improvement of its responsible investment practices in order to exceed its commitments.

CM1 02. Assurance of last year`s PRI data

02.1. We undertook third party assurance on last year’s PRI Transparency Report

02.3. Additional information [OPTIONAL]


CM1 03. Other confidence building measures

03.1. We undertake confidence building measures that are unspecific to the data contained in our PRI Transparency Report:

          External independent audit of ESG integration approach and process

03.5. Additional information [OPTIONAL]


CM1 04. Assurance of this year`s PRI data

04.1. Do you plan to conduct third party assurance of this year`s PRI Transparency report?

04.3. Additional information [OPTIONAL]


CM1 05. External assurance (Not Applicable)

CM1 06. Assurance or internal audit (Not Applicable)

CM1 07. Internal verification

07.1. Indicate who has reviewed/verified internally the whole - or selected data of the - PRI Transparency Report . and if this applies to selected data please specify what data was reviewed

Who has conducted the verification


          Senior Vice President, Operations and Development

07.2. Additional information [OPTIONAL]