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Prime Buchholz

Service Providers Framework 2019

You are in Investment Consultancy » Investment research

Investment research

IC 10. Investment research activities

10.1. Indicate whether you incorporate ESG into your investment research services.

10.2. Indicate whether the following activities are part of your investment research process. Describe for each activity how you incorporate ESG.

Investment research activities

Describe how you incorporate ESG

          Review
        

Describe how you incorporate ESG

          Review and screen
        

Describe how you incorporate ESG

          Review
        

Describe how you incorporate ESG

          With client input
        

Describe how you incorporate ESG

          Traditional and custom benchmarks
        

Describe how you incorporate ESG

          Dialogue with managers, review policies and procedures
        

Describe how you incorporate ESG

          Dialogue with managers, review policies and procedures
        

Describe how you incorporate ESG

          Dialogue with managers, review policies and procedures
        

Describe how you incorporate ESG

          Subset of manager research
        

Describe how you incorporate ESG

          Subset of manager research
        

10.4. Additional information. [OPTIONAL]


IC 11. Demonstrating value on investment research

11.1. Describe how you measure, track or otherwise demonstrate your value on investment research activities.

          In addition to the measures outlined in IC-O9, as an independent investment consultant, the value of our research activities is largely dependent on the acceptance and application of ideas by clients and the degree to which they implement our manager recommendations.  The recommendations we make to clients are specific to their mission.  We also assess composite performance of our recommended managers.
        

11.2. Additional information. [OPTIONAL]


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