All Monitoring managers articles
-
Case studyMcConnell Foundation: collaborating and engaging with investment managers on alignment with the SDGs
The McConnell Foundation is engaging with investment managers on their strategies for and reporting of progress towards the Sustainable Development Goals (SDGs).
-
DDQStewardship for sustainability: Responsible investment DDQ
This due diligence questionnaire (DDQ) has been developed to help asset owners and other investors better understand and evaluate how investment managers approach sustainability outcomes stewardship, consistent with the PRI’s Active Ownership 2.0 programme.
-
Technical guideEvaluating managers’ stewardship for sustainability
The PRI has created a tool to evaluate and compare managers’ stewardship practices for sustainability outcomes, and a due diligence questionnaire (DDQ) which they can use to discuss this topic with investment managers.
-
Technical guideESG integration in listed equity: A technical guide
This guide aims to support listed equity investors in integrating environmental, social and governance (ESG) considerations into their strategies. It is intended as a resource for those looking to review or update ESG policies and practices over time, but will also cater to those developing a responsible investment approach for ...
-
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.
-
Technical guideIncorporating climate change in private markets: An investor resource guide
A guide on the publicly available resources and initiatives available for direct and indirect private equity and real assets equity investors to help them incorporate climate change considerations in their investment process.
-
Discussion paperClosing the funding gap: The case for ESG incorporation and sustainability outcomes in emerging markets
How investors can use responsible investment practices to manage risk and meet return objectives while working towards closing the emerging markets funding gap.
-
Discussion paperEmbedding ESG factors in investment mandates
Investment mandates are a valuable and often underutilised tool for asset owners to signal ESG requirements to asset managers.
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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, ...
-
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 ...
-
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 ...
-
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.
-
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.
-
Technical guideIntegrating climate-related risks and opportunities into investment processes
The PRI defines integration as “the explicit and systematic inclusion of [climate change] issues in investment analysis and investment decisions.”
-
PRI Web PageInvestor action on climate change: A PRI-Novethic assessment of global investor practices
For long-term investors, safeguarding investments requires mitigation of climate change.
-
Technical guideAsset owner influence in the investment chain
As providers of capital, asset owners sit squarely at the top of the investment chain.
