Manager selection

Quick links

In their investment manager selection, asset owners are creating the link to real world outcomes through their investments. It therefore poses as one of the most important decisions in the investment process.

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Module 1
Strategy, policy and strategic asset allocation
- Writing a policy
- Defining a strategy
- Developing an approach to strategic asset allocation
Module 2
Mandate requirements and RFPs
- Developing mandate ESG requirements
- Creating RFPs for manager search
Module 3
Manager selection
- Longlist of managers
- Shortlist of managers
- In-depth due diligence
Module 4
Manager appointment
- Embedding ESG requirements into legal documents
- Sample model contracts
Module 5
Manager monitoring
- Identifying minimum reporting disclosures
- Considering asset class-specific reporting

Foreword

Responsible investment should be at the core of the relationship between asset owners and investment managers. More and more clients want it, regulators demand it and academic and industry evidence supports it. This is the starting point that explains why our work on selection, appointment and monitoring (SAM) is so crucial. These guides are designed specifically for PRI’s 550+ asset owner signatories as well as the broader asset owner community. We hope they will support large and small asset owners and their advisers to incorporate ESG factors into how they relate to, co-operate with and challenge asset managers.

Fiona Reynolds, PRI

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Technical guide

Asset owner guide: investment manager selection

Stewardship evaluation tool

Evaluating managers’ stewardship for sustainability

2023-09-21T08:00:00+01:00

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.

ESG goals

How asset owners and their managers can work together on ESG goals

Stewardship for Sustainability DDQ

Stewardship for sustainability: Responsible investment DDQ

2023-09-21T08:00:00+01:00

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.