Case study

Introducing a sustainability budget to asset allocation decisions

2020-08-13T10:22:00Z

Case study by Schroder Investment Management Organisation type: Investment manager Region of operation: Global Assets under management: £470.5bn Why creating a sustainability budget can help multi-asset investors reach their ESG goals Whatever the reasons for considering environmental, social and governance (ESG) criteria and sustainability in a portfolio, managing ...

Case study

Incorporating ESG into long term investment return forecasts

2020-08-13T10:21:00Z

Case study by Schroder Investment Management Signatory type: Investment Manager Region of operation: Global Assets under management: £470.5bn Why ‘environmental disruption’ could impact long term investment returns Over the last few years, we have been considering the economic and disruptive forces we think will shape the future investment ...

Case study

A total portfolio approach to climate alignment, ESG integration and real-world impact

2020-08-13T10:21:00Z

Case study by The Scott Trust Limited (Guardian Media Group) Signatory type: Asset owner Region of operation: UK Assets under management: £1 billion Why ESG plays a vital role in our asset allocation decisions The Scott Trust is the owner of the Guardian Media Group, which publishes The ...

Case study

Sustainable Development Goals (SDGs) as a tool for strategic asset allocation

2020-08-13T10:20:00Z

Case study by Brunel Pension Partnership Signatory type: Asset owner Region of operation: UK Assets under management: £30bn Why SDGs can be a vital tool in strategic asset allocation Strategic asset allocation (SAA) is set by each of our clients on an individual basis. We use the Sustainable ...

Case study

Accounting for extreme weather risks in strategic asset allocation

2020-08-13T09:18:00Z

Case study by Ortec Finance Signatory type: Service provider Region of operation: Global Ortec Finance specialises in quantitative modelling of systemic climate-related risks and opportunities for use in strategic asset allocation and asset-liability management. We deliver quantified climate risk informed economic and financial scenarios. Why investors need to ...

Case study

Climate change: optimal choices in strategic asset allocation are a must

2020-08-13T09:05:00Z

Case study by ASR Nederland / ASR Asset Management (a.s.r.) Signatory type: Asset owner / investment manager Region of operation: The Netherlands Assets under management: €70bn a.s.r. is a signatory to both the Paris Agreement and the Dutch Climate Agreement and wants to play a leading role as ...

Webinar

Beyond Divestment: Climate Change Strategies for Endowments

2020-07-09T18:05:00Z

This joint PRI and IEN webinar will explore the investment implications of climate change and highlight tools and resources endowments can leverage to develop a thoughtful climate strategy.

Discussion paper

Embedding ESG issues into strategic asset allocation frameworks: Discussion paper

2019-09-05T08:12:00Z

Strategic asset allocation plays a fundamental role in determining long term returns and enabling asset owners to meet liabilities – in that sense the long term nature of issues such as climate change, demographics and resource depletion should make it an obvious place to start reviewing ESG themes and issues ...