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George & Bell Consulting

Service Providers Framework 2020

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

          Incorporated in all investment research activities, as applicable.

Describe how you incorporate ESG

          ESG factors are discussed with every client and incorporated into the services that we provide to them. Example of services include determining suitable ESG benchmarks, engaging with investment managers regarding ESG practices, and monitoring the ESG characteristics of client portfolios.

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.

          We publish regular portfolio monitoring reports to track whether managers meet their value-added targets (if they have one) without violating their risk targets. The reporting may also include information on compliance relative to ESG objectives, as applicable.

11.2. Additional information. [OPTIONAL]