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Tiedemann Advisors

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.

12.5. 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].

Tiedemann employes several different approaches to monitoring depending on where we are in the investment process:

Pre-Investment Resources: Before investing in a theme or manager within private markets, our analysts rely on evidence-based research and expert interviews. For example, when building our Education strategy, we relied on interviews with educators, school administrators, and philanthropic funders. We also pulled from public databases of evidence-based research to inform manager diligence.

Post-Investment Resources (Public Securities): Once invested, we rely on third-party data providers for metrics that are relevant to fixed income and public equity managers. Over the years, we have trialed all leading resources (MSCI, Sustainalytics, Oekom, RobecoSam, RepRisk, TruValue, etc.) and now rely on MSCI, Sustainalytics and the Carbon Disclosure Project (CDP) for particular data points including carbon intensity, environmental fines, exposure to controversial industries, etc. In addition, we work directly with our investment managers to collect data on the results of their shareholder activism.

Post-Investment Resources (Private Securities): When ESG or impact data is not publicly available, we rely on information generated by underlying companies. We spend significant time with managers upfront to clarify the type of metrics they will need to collect from portfolio companies on an ongoing basis.

12.7. Additional information [Optional].