Asset owner resources

Heading the investment chain, asset owners set the direction of markets.

To hear more about our asset owner work, contact us.

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

Introductory guides

Introduction to responsible investment for asset owners

An introduction to responsible investment: selecting, appointing and monitoring investment managers

Latest resources

How asset owners are acting on beneficiaries’ sustainability preferences

The future of participatory stewardship: bringing beneficiaries into RI dialogue

Responsible investment in practice

The evolution of responsible investment: an analysis of advanced signatory practices

This report delves into which practices have shifted to become the norm, and which ones remain advanced, suggesting that they are more challenging to implement.

Directory of service providers

Directory of PRI service provider signatories

This report provides basic information about PRI service provider signatories that publicly reported in 2020 and the services that they offer.

Guide for investment consultants

Investment consultants and ESG: an asset owner guide

Investment consultants advise on how trillions of dollars are invested worldwide, but most consultants are failing to consider the role that ESG issues play in investment performance.

“The PRI believes that responsible investment principles should be at the core of the relationship between the asset owner and the investment manager.” - Fiona Reynolds (PRI)

“From greenwashing to real world outcomes. That is the future of the relationship between Asset Owners and their Investment managers. A strong cooperation between Asset Owners and Investment Managers is the base of successful ESG integration and real world outcomes of responsible investments.” - Xander den Uyl (ABP)

"We expect investment managers to provide further transparency in ESG integration such as ESG policies, processes, resources, disclosures, and active ownership practices where relevant." - Eri Yamaguchi, ESG Officer (New York State Common Retirement Fund)

Due diligence questionnaires

Latest asset owner related case studies

Climbing up the sustainability ladder – a manager scoring framework for asset owners

Organisation name: Kempen Capital Management

Improving responsible investment through manager engagement

Organisation name: Aware Super

Applying responsible investment principles to multi-asset credit manager selection

Organisation name: Brunel Pension Partnership

Rating responsible investment hedge fund managers

Organisation name: Man Group

Monitoring the proxy voting practices of external managers

Organisation name: Hong Kong Monetary Authority (HKMA)

Engaging external managers on sustainable investment

Organisation name: Cardano

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

2021-06-03T13:02:00+01:00

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.

Online training course

African Asset Owner Climate Awareness Course

2020-11-19T13:15:00+00:00

PRI is proud to announce the launch of our online training course for African Asset Owners. This short (two to three hour) training course is designed for African investors and aims to develop investor understanding around responsible investment – with a particular emphasis on empowering asset owners with knowledge regarding ...