All Asset owners articles – Page 4
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Thought leadershipBroadening the outreach to investment consultants
Investment consultants are critical stakeholders in the investment chain, advising institutional asset owners on a range of issues, including the selection, appointment and monitoring of external managers. They can play a key role in supporting asset owners to develop responsible investment practices, and to assess their investment managers’ ESG incorporation ...
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WebinarOn ESG investing: heterogeneous preferences, information, and asset prices
The PRI Academic Network Week was hosted across five days between 13-17 September 2021
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Discussion paperESG Integration in Sub-Sovereign Debt: The US Municipal Bond Market
Momentum is building for investors in US municipal bonds to incorporate environmental, social and governance factors systematically in their analysis and valuations, however they face multiple challenges.
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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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PodcastAsset owners and their investment managers: an ESG journey
In this episode of the PRI podcast, the PRI’s Felix Soellner, Senior Analyst and lead author in the PRI’s SAM guides speaks with Moya Yip of the Local Government Superannuation Scheme.
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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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WebinarPRI Digital Forum: Americas - breakout 2c: effectively incorporating ESG
In this session, we will explore the techniques employed by asset owners across the Americas, and the latest guidance from the PRI.
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WebinarPRI Digital Forum: Americas - breakout 2B: strategic asset allocation
This session reviews some examples of real practice and outlines the three areas highlighted in a recent PRI discussion paper: incorporating real world impact, improving risk adjusted returns and education.
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WebinarInvestment Portfolio Risk for Insurance Companies: The CIO Perspective
In this session, you will hear directly from investment officers of two major Insurance firms on the unique challenges they face, potential increased regulatory scrutiny and how they plan to continue managing resilient and sustainable insurance investment portfolios.
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PRI Web PageAfrican Asset Owner Climate Awareness Course
PRI is proud to announce the launch of our online training course for African Asset Owners. This short (two to three hour) training course is designed for African investors and aims to develop investor understanding around responsible investment – with a particular emphasis on empowering asset owners with knowledge regarding ...
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OtherThe PRI’s Lorenzo Saa introduces guides on selecting, appointing and monitoring external managers
In this video, the PRI’s Chief Signatory Relations Officer, Lorenzo Saa, introduces PRI flagship reports on asset owner selection, appointment and monitoring of external managers.
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Technical guideAsset owner guide: investment manager selection
The incorporation of ESG factors within the investment process has evolved from a nice-to-have to a necessity.
