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La Fondation de l'Université de Sherbrooke

PRI reporting framework 2020

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

Outsourcing to fiduciary managers and investment consultants

SG 12. Role of investment consultants/fiduciary managers

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate whether your organisation uses investment consultants.

12.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

Asset class

12.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          Our responsible investment principles were incorporated directly within our Investment Policy and were developped with the support from our investment consultant.
        

Describe how responsible investment is incorporated

          Compliance to our long term ESG factor integrations will be required for all of our future change to our strategic asset allocation decisions. It is now part of our current annual manager oversight and Reporting requirements and is fully integrated into our manager selection process.
        

Describe how responsible investment is incorporated

          ESG factor integrations will be required for all of our managers included on our short list. When applicable, high impact investment approach will be preferred over more traditional investment offerings.
        

12.5. Indicate whether your organisation considers any of the following responsible investment factors in the monitoring of fiduciary managers

12.6. Describe the approach you take to monitoring your fiduciary managers and the reason(s) for this approach [Optional].

We have established a targeted ESG integration DDQ's annual review that will allow us to track the evolution and changes performed by our investment managers on a yearly basis. This will alow us to assess their relative ESG integration performance against each other each year and to build a reporting framework aimed at supporting our investment committee members decisions about the assessment of our external managers.

12.7. Additional information [Optional].


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