Manager appointment

In the appointment of an investment manager, asset owners are stipulating the responsible investment requirements in the mandate relationship. A crucial step to align long-term interest with sustainable outcomes. To hear more about our work, contact us.

Technical guide

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Asset owner technical guide - investment manager appointment guide

2020-10-27T09:00:00+00:00

Asset owners increasingly include ESG considerations in their investment management agreements (IMAs) and other legal documentation. More than two-thirds (69%) of PRI asset owner signatories typically implement ESG requirements in contracts such as IMAs and limited partner agreements (LPAs).1 To ensure that investment managers abide by their clients’ ESG requirements, ...

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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Introducing the guides

Related recordings

PRI APAC Digital Symposium: Selection, Appointment & Monitoring

Investment manager appointment guide toolbox

Toolbox

Call for case studies

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Investment manager selection, appointment and monitoring - case study brief

2020-10-26T10:15:00+00:00

Following the launch of the PRI’s Technical asset owner guides on the selection, appointment and monitoring (SAM) of investment managers, the PRI wants to highlight innovative and practical examples of responsible investment (RI) in SAM.