Public HTML RI reports - Service Provider Reporting Framework 2017

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Regnan Governance Research and Engagement Pty Ltd

Service Provider Reporting Framework 2017

Organisational Overview

Basic Information [OO 01] Reporting Year [OO 02] Signatory category and services [OO 03 - 05]

Strategy and Governance

Responsible investment policy [SG 01 - 17]

Stewardship Services

Engagement activities in business offerings [SS 01] Engagement [SS 02 - 13] Sharing ESG information [SS 22]

Advisory and Consultancy

Investment policy development [AC 06] Investment research [AC 10 - 11] Selection, appointment, and monitoring [AC 12 - 19]

Research and Data Provision

Product level [RDP 01] Research/process level [RDP 02 - 10]

Export Public Responses

You are in Advisory and Consultancy » Advisory and Consultancy

Advisory and Consultancy

AC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

Custodial services

Investment policy development

Strategic asset allocation

Investment research

Manager selection, appointment and/or monitoring

Other, specify (1)

Other, specify (2)

01.2. Additional information. [OPTIONAL]

AC 02. Assets under advisement (Private)

AC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

Yes, we do

No, we do not

03.2. Additional information. [OPTIONAL]

AC 04. ESG in contracts with clients

04.1. Indicate whether you are typically asked to embed ESG consideration in contracts with clients.

Yes, we typically are

Yes, we occasionally are

No, we are not

Our organisation embeds ESG considerations in contracts as a standard procedure

04.3. Additional information. [OPTIONAL]

***N/A. Regnan’s contract with clients are concerned solely with ESG / Responsible Investment.

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