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Case studiesApplying 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 ...
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Case studies
Rating 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 ...
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Case studies
Monitoring 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 ...
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Case studies
Climbing 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. ...
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Case studies
Engaging 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 ...
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Case studies
Improving 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 ...
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Case studies
Delivering sustainable social infrastructure in Australia
Organisation name: Lighthouse Infrastructure Signatory type: Investment Manager Assets under management: US$394 million Region of operation: Australia
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Case studies
Creating an ESG framework for multi-strategy hedge fund manager research
Case study by BlackRock
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Case studies
Using the SDGs to source contrarian investment opportunities
Case study by Inherent Group
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Case studies
Achieving a strategic asset allocation and generating long-term growth in a sustainable way
Case study by BlackRock For professional clients and qualified investors only Signatory type: Investment manager Region of operation: Global Assets under management: US$7.8trn (30 September 2020) Why incorporate esg considerations into a strategic asset allocation (SAA)? Using multi-asset allocations to help clients achieve ...
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Case studies
Delivering outcomes by accessing ESG through multiple drivers of return in multi-asset portfolios
Case study by BlackRock Signatory type: Investment manager Region of operation: Global Assets under management: US$7.3trn Why consider ESG via multiple drivers of return Today’s low-return environment requires investors to draw on multiple return sources to meet objectives and maximise the efficiency of ...
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Case studies
Layering climate goals onto a sustainable, risk-targeted, multi-asset strategy
Case study by Morgan Stanley Investment Management Signatory type: Investment manager Region of operation: Global Asset under management: US$665bn (30/06/20) To maximise returns over time while actively managing total portfolio risk, our Global Balanced Risk Control (GBaR) strategy invests in a broad, balanced asset ...
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Case studies
Responsible investing in debt capital markets: unpacking governance for state-owned entities
Case study by Futuregrowth Asset Management
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Case studies
Integration of ESG factors into sovereign bonds: a case study of Russia
Case study by Colchester Global Investors
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Case studies
EU Taxonomy alignment case study: PKA
Table styles ORGANISATION DETAILS Name PKA Pension Ltd Signatory type Institutional investor Region of operation Scandinavia Assets under management €44bn COVERED IN THIS CASE STUDY Asset class ...
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Case studies
EU Taxonomy alignment case study: KLP
KLP is a global investor, invested in over 7000 companies. Since 2000, aware of our responsibility as a global investor, we have steadily advanced ESG and sustainability efforts within our investments.
