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Aksia

Service Providers Framework 2020

You are in Investment Consultancy » Manager selection and monitoring » SELECTION

SELECTION

IC 13. Manager selection activities

13.1. Indicate what activities you undertake during the process of selecting a manager.

Research and screening

Strategy

ESG people/oversight

Process/portfolio construction

Selection process and reviewing documentation

          Review manager’s ESG or responsible investing policies.
        

13.2. Indicate whether you use any of the following scores or targets in your manager selection process.

          Aksia evaluates both financial and non-financial factors in its ESG analysis of managers utilizing various sources including on-site meetings, fund documents and questionnaires.
        

13.3. Additional information. [OPTIONAL]

Aksia's research teams evaluate investment managers' approach, adoption and integration of ESG into their investment decision-making processes. Aksia circulates a Diversity & ESG questionnaire to managers which asks questions about their diversity, ESG integration, and ESG and Impact related products.

If the manager has an integrated ESG process and approach, a more detailed discussion is often scheduled with their ESG officer or similar, to review their approach to responsible investing. The responses are summarized in our research reports on the manager.

We seek to identify and evaluate material positive and/or negative ESG considerations at the fund, strategy and manager level as part of our IDD and ODD research processes. Materiality is determined on a case by case basis by Aksia's IDD and ODD teams, together with Aksia's ESG Committee if required. Aksia's assessment of materiality considers both financial and non-financial impacts that may have significant social and/or environmental outcomes.


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