All Aligning expectations: Guidance for asset owners on incorporating ESG factors into manager selection articles
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Reports/Guides
Incorporating ESG factors into manager selection
Asset owners should decide which requirements/questions should be included in RFPs and what information should be requested in questionnaires and during meetings with candidate managers.
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Reports/Guides
Incorporating ESG factors into manager monitoring
Asset owners may develop an evaluation framework to assess the extent to which their appointed manager is fulfilling their ESG-related expectations.
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Reports/Guides
Incorporating ESG factors into manager appointment
After a manager is selected, an asset owner may negotiate and agree on a number of ESG-related terms and conditions.
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Reports/GuidesAligning expectations: Guidance for asset owners on incorporating ESG factors into manager selection, appointment and monitoring
ESG factors are an important dimension of investment expectations and should be considered a part of an asset owner’s overall expectations for their fund’s financial performance.

