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Prime Buchholz

Service Providers Framework 2019

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Investment policy development

IC 06. RI and ESG in clients’ investment policy development

06.1. Indicate whether you incorporate ESG into your investment policy development services.

06.2. Describe how you incorporate ESG factors and RI-considerations when advising clients on investment policy development.

06.4. Additional information. [OPTIONAL]

As an independent investment advisor, we incorporate ESG at the direction of clients. When a client expresses interest in ESG, we initially serve as a resource for educating boards/committees before discussing implementation options and alignment of their IPS. All clients may avail themselves of our integrated ESG services in developing all or part of their IPS.


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