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Christian Brothers Investment Services, Inc.

PRI reporting framework 2020

You are in Organisational Overview » Peering questions

Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies (Not Applicable)


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies (Not Applicable)


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality (Not Applicable)


OO SAM 01. Breakdown of externally managed investments by passive and active strategies

SAM 01.1. Provide a breakdown of your externally managed listed equities and fixed income by passive, active quant and, active fundamental and other active strategies.

Listed equity (LE)
51 Passive
8 Active - quantitative (quant)
41 Active - fundamental and active - other
100%
Fixed income - SSA
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%
Fixed income - Corporate (financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%
Fixed income - Corporate (non-financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%
Fixed income - Securitised
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%

SAM 01.2. Additional information [Optional].

Quantitative strategies are embedded into the overall management of our active funds and are not separate strategies. 

Within our active equity strategies, we pursue a multi-manager structure.  We typically select two or more managers to implement each of our strategies.  The managers are chosen for their individual ability to add value to the portfolio given their particular style.  Additionally, the managers chosen have complementary styles, leading to lower correlation of returns relative to the portfolio benchmark, resulting in improved risk characteristics. We do not classify managers as either “quantitative” or “fundamental” as we do not believe these labels adequately capture the return drivers of the strategies.


OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)


OO PE 02. Typical level of ownership in private equity investments (Not Applicable)


OO PR 01. Breakdown of property investments (Not Applicable)


OO PR 02. Breakdown of property assets by management (Not Applicable)


OO PR 03. Largest property types (Not Applicable)


OO INF 01. Breakdown of infrastructure investments (Not Applicable)


OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)


OO INF 03. Largest infrastructure sectors (Not Applicable)


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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