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Garcia Hamilton & Associates, L.P.

PRI reporting framework 2020

You are in Strategy and Governance » Communication


SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Fixed income

Do you disclose?

Disclosure to clients/beneficiaries

Disclosure to clients/beneficiaries

19.2. Additional information [Optional]

The Firm actively reports to its clients and consultants on its ESG-related engagements and incorporation via due diligence, compliance and quarterly/annual questionnaires. These reports are specific to the client/consultant and thus confidential. The engagement reports produced are client or consultant directed based on their specific due diligence needs and are generally part of annual reporting. Our Marketing and Client Services team and Compliance team undertake this task with the assistance of the investment team.