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Garcia Hamilton & Associates, L.P.

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]

GH&A became a PRI signatory in June 2019. We attended a first responders training and reporting discussion group in December 2019 in New York and are proud to complete the 2019 PRI Annual Reporting - even though this is our voluntary year. We look forward to more active engagement in 2020.

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.


          Our PRI signatory status is included in our marketing materials and we provide prospective and current clients as well as consultants with quarterly and annual updates on our PRI activity and incorporation of PRI principles.

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]

GH&A engages public policymakers or lawmakers on sustainable investing issues. An example of our engagement of lawmakers on sustainability issues is our recent firm letter to Congresswoman Maxine Waters, Chairwomen US House Committee on Financial Services, regarding Draft H.R. Bill, the “Diverse Asset Managers Act”. The act would “require the Board of Governors of the Federal Reserve System, companies registered with the Securities and Exchange Commission, and companies registering securities with the Commission, to consider diverse individual-owned and controlled asset management firms when seeking asset management services, and for other purposes.” We felt strongly that as an MWBE firm that we needed to support other emerging managers and diversity in the asset management arena. This type of engagement helps to address the racial and gender disparities within the financial services industry and corporate governance.

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