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Segal Marco Advisors

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

          We query all asset managers on ESG as part of our due diligence process.
        

Describe how you incorporate ESG

          Manager due diligence
        

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 compile our recommendations into a master database and compare the results against appropriate benchmarks. We publish those results.
        

11.2. Additional information. [OPTIONAL]


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