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DTZ Investors

PRI reporting framework 2020

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets (Not Applicable)

OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).


Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Property - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

For our discretionary managed portfolios we incorporate an ESG questionnaire as part of the qualification criteria in our managing agent selection process. Part of the appointment process includes an agreement ensuring environmental and social performance is tracked and monitored. This reporting forms part of the ongoing performance management, with monthly/quarterly reporting agreed as relevant - ESG progress is reported quarterly as part of quarterly investor reporting. ESG is incorporated as part of our strategic objectives across all our discretionary managed funds and is, therefore, an integral part of our business and those advisors we employ. 

For our indirectly managed funds we issue ESG surveys on an annual basis to the external investment managers to ensure we understand how external investment managers are investing and how much resource is applied to ESG issues across our indirectly managed investments. Our assessment criteria covers Governance & Policy, Reporting, Certification, Monitoring & Targets, Supply Chain and Legislative Compliance of the portfolio under management.  

OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]