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Prime Buchholz

Service Providers Framework 2019

You are in Investment Consultancy » Strategic asset allocation

Strategic asset allocation

IC 07. ESG incorporation into strategic asset allocation

07.1. Indicate whether you incorporate ESG into your strategic asset allocation process.

07.2. Indicate how you incorporate ESG into your strategic asset allocation services.

          Based on client-driven factors

07.4. 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 their strategic asset allocation process.

IC 08. Scenario analysis and/or modelling (Private)

IC 09. Demonstrating value on asset allocation

09.1. Describe how you measure, track or otherwise demonstrate your value on asset allocation activities.

          We measure our performance both qualitatively and quantitatively over multiple periods. Quantitative evaluation criteria may comprise risk-adjusted
performance comparisons, including value added from our investment manager selection and performance. In our experience adherence to an ESG directive
is not a hindrance to long-term performance. Qualitative evaluation criteria include effective reporting and communications, along with the overall effectiveness of the
Firm’s “external staff function,” including successful implementation of ESG standards/goals.

09.2. Additional information. [OPTIONAL]