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Tiedemann Advisors

PRI reporting framework 2020

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


SG 12. Role of investment consultants/fiduciary managers


12.1. あなたの組織では、投資コンサルタントを使用しているかどうかを明示してください。

12.5. 組織では、フィデューシャリー・マネジャーのモニタリングにおいて以下の責任投資要因のいずれかを考慮しているかどうかを明示してください。

12.6. フィデューシャリー・マネジャーのモニタリングを行うにあたって組織が取っているアプローチ、およびこのアプローチを選択した理由について説明してください。[任意]

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. 補足情報 [任意]