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Hamilton Lane

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

Appointment

SAM 04. Appointment processes (listed equity/fixed income)

04.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment and/or commitment process

specify

We negotiate on behalf of each of our clients and, therefore, ESG objectives, exclusions/restrictions and reporting requirements will vary from client to client depending on their own goals. 

04.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class

Benchmark

ESG Objectives

          Typical exclusions would include weapons of mass destruction and coal-related assets
        
          Our standard due diligence includes an assessment of the level of ESG integration at both the manager and portfolio company levels.
        
          We engage on a regular basis with our managers both formally and informally, during which time we are able to discuss any ongoing ESG-related issues and to monitor progress on these
        
          We encourage GPs to consider becoming signatories to the PRI - this forms part of of our overall ESG assessment
        
          Any ESG-related issues identified during the selection process will be monitored throughout the life of the investment
        

Incentives and controls

Reporting requirements

04.3. Indicate which of these actions your organisation might take if any of the requirements are not met

04.4. Provide additional information relevant to your organisation`s appointment processes of external managers. [OPTIONAL]

          
        

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