All Asset owner strategy articles – Page 2
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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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News and pressPrinciples for Responsible Investment Releases Guidance for Asset Owners on Incorporating ESG Preferences of Beneficiaries
New report from world’s leading proponent of responsible investment outlines pension beneficiary preferences on ESG issues and four-step guide for asset owners
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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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News and press
The PRI launches asset owner strategy guide
The guide highlights why asset owners should craft a clear and explicit investment strategy.
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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.
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Technical guide
Crafting an investment strategy (Step 4: Strategy formulation and selection)
Step 4: Strategy formulation and selection builds specificity and substance to the investment principles created in step 3.
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Technical guide
Crafting an investment strategy (Step 5: Implementation)
It is essential to hold implementation elements in mind during the investment strategy process.
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Technical guideAsset owner strategy guide: how to craft an investment strategy
Crafting an investment strategy is the first step within an asset owner’s overall investment process.
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Technical guideAn evolving industry: Future-proofing the investment strategy
There are a number ways in which the investment industry is evolving, and is likely to evolve in the coming years.
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Technical guideThe investment strategy process
The process is as much an art as a science and it is important to take ownership of making it work for your particular organisation.
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Technical guide
Investment beliefs: Examples from practice
Investment beliefs set the direction for investment policy, investment practice and organisational culture.
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