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EIRIS Foundation

Service Providers Framework 2020

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.

          Our and websites provide free public information and advice on responsible investment which charity and retail investors (or their advisers) can use to help their develop their responsible investment policies. 

Further support for charities in developing responsible investment policies or looking for ways to work with other responsible investors to advance aspects of their missions related to ESG would be offered with a fixed fee or daily rate to be agreed before the work was undertaken.

01.3. Additional information. [OPTIONAL]

Our Investment in Occupied Lands project has published a database of companies with interests in Crimea and Palestine. We have worked with investors to look at ways they can engage with these topics in a manner consistent with their wider responsibilities and objectives. We have identified the human rights due diligence process under the UN Guiding Principles for Business and Human Rights as something investors could seek to encourage companies investing in these territories to apply, and the recent OECD Guidelines for investors on due diligence provides further encouragement in this direction. We have produced a report related to this entitled: "Questions to help companies respect human rights in occupied territories" So this is a very particular aspect of investment policy development, but one that has troubled a number of asset owners who may face divided and strongly held opinions amongst their own stakeholders in such cases and are looking for a way forward.


IC 02. Assets under advisement

02. Indicate your total assets under advisement at the end of your reporting year.

02.2. Please explain why this indicator is not applicable to you.

          We have not got a method to see the value of people using our free advice through or

02.3. Additional information. [OPTIONAL]

IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.4. Additional information. [OPTIONAL]

IC 04. ESG in contracts with clients

04.1. Indicate whether you are asked to embed ESG consideration in contracts and/or business plans with clients.

04.2. If yes, describe how ESG considerations are incorporated into contracts with clients.

          We only work on ESG issues, so grant agreements or contracts for our "public" services are all about the provision of ESG data or other information and any services we provide to charities will be about ESG issues as well.

04.4. Additional information. [OPTIONAL]