This report shows public data only. Is this your organisation? If so, login here to view your full report.

Garcia Hamilton & Associates, L.P.

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment


SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。




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. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。


          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.


10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

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)