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Dimensional Fund Advisors

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          Harvard Institutional Investor Forum
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Contributed to content development (participated in roundtable 3x per year).

          Investment Company Institute
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Participated in working group that provided input into response from SEC for comments related to proposed regulation of proxy advsiors. 

          TCFD
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Dimensional’s Global Client Group frequently hosts events, such as meetings and study groups, for institutional and advisor clients that cover the role of responsible investment in the investment process. These trainings are led by portfolio management and investment stewardship personnel.
        

Frequency of contribution

Description

          Spoke at the ICI-Darden Academic and Practitioner Symposium in February 2019 on Corporate Governance and ESG investing. 

Eugene Fama from the University of Chicago and Kenneth French of Dartmouth College sit on Dimensional's Investment Stewardship Committee, which meets quarterly and weighs in on key issues on an ad hoc basis.
Dimensional’s Research department also surveys academic literature and coordinates with external academics.
        

Frequency of contribution

Description

          - Participated in Harvard Institutional Investor Forum. 
- Spoke at a conference to highlight best practices for issuer-investor engagement in activist situations.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

 

 


SG 11. Dialogue with public policy makers or standard setters (Private)


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