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Sierra Club Foundation

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework (Not Applicable)


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - SSA

The Foundation allocates to "core" or "core plus" fixed income managers benchmarked against a broad core index.  The Foundation does not break out the specific allocation to the categories PRI requests. 

But for all fixed income managers the Foundation considered ESG criteria into the decision making.  While listed equities often are where the bulk of ESG efforts exist, there are opportunities within the fixed income space to have an impact. 

Fixed income - Corporate (financial)

The Foundation allocates to "core" or "core plus" fixed income managers benchmarked against a broad core index.  The Foundation does not break out the specific allocation to the categories PRI requests. 

But for all fixed income managers the Foundation considered ESG criteria into the decision making.  While listed equities often are where the bulk of ESG efforts exist, there are opportunities within the fixed income space to have an impact. 

Fixed income - Corporate (non-financial)

The Foundation allocates to "core" or "core plus" fixed income managers benchmarked against a broad core index.  The Foundation does not break out the specific allocation to the categories PRI requests. 

But for all fixed income managers the Foundation considered ESG criteria into the decision making.  While listed equities often are where the bulk of ESG efforts exist, there are opportunities within the fixed income space to have an impact. 

Fixed income - Securitised

N/A

Property

The Foundation makes no direct investments in private real estate.

Cash

A portion of the cash position is held at a local CDFI

Other (1) [as defined in Organisational Overview module]

N/A

17.2. Additional information.


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