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SEI Investments Company

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

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

          For custom client mandates where appropriate, we may use ESG benchmarks such as the MSCI KLD 400.
        

ESG Objectives

          For custom client mandates we may implement ESG strategies such as a positive tilt towards best-in-class firms.
        
          For custom client mandates we may screen out certain industries such as tobacco or firearms, or reduce exposure to bottom-performers based on selected ESG factors. We have multiple mutual funds that implement restrictions based on responsible investing principles.
        
          We have custom client mandates with ESG integration alongside traditional active manager security selection. We have integrated ESG ratings as a factor in our Global Factor Allocation model.
        
          We leverage third-party engagement services to support active engagement on ESG issues in our European fund complex.
        
          We leverage third-party proxy voting services that conduct ESG research in their voting process. We also make ESG voting policies available to clients.
        
          We encourage managers to sign on to the UN Principles for Responsible Investment and review their transparency and assessment reports.
        

Incentives and controls

Reporting requirements

Benchmark

          We use standard fixed income benchmarks such as the Bloomberg Barclays US Aggregate Bond Index
        

ESG Objectives

          For custom client mandates we may implement ESG strategies that provide exposure to certain sustainability themes or geographies that meet a client's sustainability objectives.
        
          For custom client mandates we may screen out certain activities or regions, or reduce exposure to bottom-performers based on selected ESG factors.
        
          We have custom client mandates with ESG integration alongside traditional active manager security selection.
        
          We encourage managers to sign on to the UN Principles for Responsible Investment and review their transparency and assessment reports.
        

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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