All Asset owner strategy articles
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Case studyFidelity International: transitioning real estate assets to net zero
Making the best use of existing resources to meet targets.
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Case studySavills Investment Management: embedding climate resilience
Adapting real assets to become climate resilient.
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Case studyConcordia University Inter-Generational Fund (CUiF): balancing capital and asset allocation frameworks to meet sustainability goals
The CUiF has introduced a new capital allocation framework to support the achievement of 100% sustainable investments by 2025.
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RecordingPRI in Person & Online: Breakout 4D - Asset allocation
What is the interaction between asset allocation, ESG and portfolio returns?
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RecordingPRI in Person & Online: Plenary - Leading with purpose
New climate commitments, greater reporting expectations and tighter manager monitoring are changing the relationship between asset owners and asset managers.
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RecordingPRI in Person & Online: Breakout 1E - M&A, divestment and capital expenditure
Divestment of high-emitting companies from portfolios, and sales of polluting assets by companies – are they the way forward to net zero?
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Technical guideAchieving climate commitments in multi-asset portfolios
This report helps asset owners address the complexity of implementing a climate commitment across multi-asset portfolios.
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PodcastExploring asset owners’ responsible investment practices
In this episode Laura de Ornelas, PRI’s Empowering Asset Owners Director, speaks to Jenny Kvaskova and Tim Manuel from Aon. They explore the insights into Asset Owners’ responsible investment practices, particularly how they differ across geographies and Asset Owner segments.
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Case studyApplying responsible investment principles to multi-asset credit manager selection
Organisation name: Brunel Pension Partnership Signatory type: Asset owner Region of operation: England Assets under management: £30 billion Why we consider responsible investment principles during manager due diligence We designed and delivered a multi-asset credit fund for our pension fund clients to meet their demands for diversified exposure to ...
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Case studyClimbing up the sustainability ladder – a manager scoring framework for asset owners
Organisation name: Kempen Capital Management Signatory type: Investment manager Region of operation: Europe Assets under management: €73 billion Why we use ESG criteria to assess external managers Our asset owner clients are increasingly embedding ESG information in their processes for selecting and monitoring external managers. Therefore, it is ...
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Case studyMonitoring the proxy voting practices of external managers
Organisation name: Hong Kong Monetary Authority (HKMA) Signatory type: Asset owner Region of operation: Hong Kong SAR Assets under management: US$539 billion[1] Why we monitor proxy voting practices of external managers As Hong Kong’s central banking institution, manager of the Exchange Fund and a responsible investor, we believe that ...
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Case studyRating responsible investment hedge fund managers
Organisation name: Man Group Signatory type: Investment manager Assets under management: US$123.6 billion Region of operation: Global Man Group is firmly committed to responsible investment and is a long-term signatory to the United Nations-supported Principles for Responsible Investment. Our Man FRM unit is focused on alternative investments, through managed accounts, ...
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Case studyImproving responsible investment through manager engagement
Organisation name: Aware Super Signatory type: Asset owner Region of operation: Australia Assets under management: AU$144bn Why we engage with managers after their appointment Responsible investment is an integrated part of our due diligence process. Engagement with managers after their appointment can result in a more collaborative relationship and ...
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Case studyEngaging external managers on sustainable investment
Organisation name: Cardano Region of operation: Global Signatory type: Investment manager Assets under management: We provide fiduciary management services to 30 UK pension funds with combined assets of £16bn and investment advice to 10 UK pension funds with combined assets of £50bn. We also provide LDI execution and derivative overlay ...
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ArticleHow asset owners and their managers can work together on ESG goals
Following the release of our technical guides on selecting, appointing and monitoring investment managers, the PRI convened a number of panel discussions to talk through how asset owners can work collaboratively with investment managers throughout the selection, appointment and monitoring process.
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Thought leadershipUnderstanding and aligning with beneficiaries’ sustainability preferences
This guide seeks to help asset owners learn about and incorporate beneficiary preferences.
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WebinarAsset owners’ role driving responsible investment through manager relationships
Asset owners should feel empowered to work with asset managers on responding to their values, strategies and policies on responsible investment. Yet there seem to be blockages – data, fiduciary concerns and others – and the pressure is growing.
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Technical guide
Crafting an investment strategy (Step 1: Context)
A solid assessment of the external and internal context in which the strategy will be developed is needed to provide a strong, common point-of-departure for the process.
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Technical guide
Crafting an investment strategy (Step 2: Vision and mission)
The organisation can begin to determine or realign its vision of how the world will develop, and define or reassert its mission.
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Technical guide
Crafting an investment strategy (Step 3: Investment principles)
Investment principles should be a set of clear, impactful statements that will help select your investment strategy, inform your asset allocation and align all investment decisions.
