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CenterSquare Investment Management LLC

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

CenterSquare's Socially Responsible Investing Policy seeks to align our investment strategy with our commitment to social responsibility, environmental stewardship, governance of client capital and our clients’ investment objectives. CenterSquare is appointed as an investment manager with a fiduciary responsibility to help achieve long-term investment objectives - generally to maximize financial return within appropriate risk parameters. CenterSquare has long recognized the principles underlying SRI can impact the performance of investment portfolios and have sought to integrate SRI factors into our investment process to the extent it is consistent with our clients’ objectives and protects their economic interests. As specialists in real assets, we recognize environmental policies that lead to energy efficiency directly impact the bottom line, making assets more profitable and sustainable. For example, real estate tenants are increasingly demanding and willing to pay premium rents for sustainable assets. From a social perspective, real assets, especially real estate, are where people gather, live, and work. As such, real estate’s impact on the community directly impacts the asset’s long-term value. Lastly, as a capital-intensive asset class, appropriate governance of real assets and proper alignment of interests are key drivers of risk management and value-creation when assessing a company’s potential for long-term outperformance.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

This policy is included as part of our Code of Ethics. CenterSquare’s relationships with clients, suppliers, vendors, government officials,
competitors and the communities it serves are vital and must be transparent, objective,
fair and free from conflicts. This Code provides to Employees the framework and sets the
expectations for business conduct. In addition, it clarifies our responsibilities to clients,
suppliers, vendors, government officials, competitors and the communities we serve and
outlines important legal and ethical issues, including but not limited to: gifts,
entertainment and other payments; personal conflicts of interest; fiduciary appointments
and bequests; outside affiliations, outside employment and certain outside compensation
issues; and disclosure of relationships and transactions.

Below outlines many common types of conflicts of interest where CenterSquare has in place procedures to be
followed by CenterSquare Employees in respect of such conflicts. It is important to note
that the below list is not exhaustive. Any questions regarding a conflict of interest or
potential conflict of interest are directed to an Employee’s manager, CenterSquare
Compliance, or the CCO.

  • Gifts and Entertainment
  • Political Contributions
  • Outside employment or business activities

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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