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Segal Marco Advisors

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.

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

          Through regular communication and transparent pricing.

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 consider ESG as part of our due diligence process that informs our fiduciary managment services. We also provide proxy voting and engagement services under the fiduciary management services.

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

          We assume fiduciary duty for proxy voting assets. We adhere to the Dept of Labor interpretation of ERISA that states ESG and ETI are considerations that are consistent with fiduciary duty.

03.4. Additional information. [OPTIONAL]

IC 04. ESG in contracts with clients (Private)