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Prime Buchholz

Service Providers Framework 2019

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 01. Advisory and consultancy services

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

          Custodian search/evaluation
          Audit preparation

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          As a full retainer consultant, our list of services and all-in fees are presented and agreed upon prior to engagement.  Fees are all-encompassing, so there is no a la carte pricing.  We employ a full transparency model to ensure clients understand services and fees.

01.3. Additional information. [OPTIONAL]

IC 02. Assets under advisement (Private)

IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.2. Describe how you incorporate ESG factors into your fiduciary management services.

We are charged with executing client portfolios outlined in the investment policy statement. If a client includes or seeks to include ESG factors in their investment approach, we would develop a structure responsive to their specific mission. We work with a number of clients to assess portfolio exposures to various risks (climate change, hostile workplaces), industries and sectors.

03.3. Describe how ESG incorporation fits into your interpretation of fiduciary duty.

          We believe consideration of ESG factors reflects healthy companies.  Therefore, we consider ESG factors when evaluating all managers as we believe it helps inform and reduce risks around client portfolios.

03.4. Additional information. [OPTIONAL]

IC 04. ESG in contracts with clients (Private)