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ISGAM AG

PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          We have incorporated clear ESG focussed questions in our standard DDQ form used to select and monitor all managers, not just the dedicated SRI managers
        
Conducted by
Asset class
Scope and process

We reviewed all existiing managers 1) via their Morningstar "globes" overall ESG score 2) queried the managers that scored below average.

Outcomes

We have replaced several external managers that scored below average on ESG scores and had no clear interest in engaging on ESG issues.

Topic or issue
          Putting together dedicated portfolio approaches for clients that want to follow a Responsible Investment approach
        
Conducted by
Asset class
Scope and process

We have created "model Portfolios" covering all asset classes and 3 base currencies (UDS, Euro and GBP) for clients that want a "best in class" SRI portfolio

Outcomes

We  have been actively promoting our SRI portfolio strategy to existing as well as new clients.  Increasing numbers of existing clints are interested in converting part or all of their portfolio to a dedicated SRI strategy.

09.2. Additional information.


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