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Manager monitoring
Asset owners who monitor investment managers on their responsible investment approach are adopting leading practice. Manager monitoring increases accountability and comparability for all participants.
To hear more about our work, contact us.
MODULE 1
Strategy, policy and strategic asset allocation
■ Writing a policy
■ Defining a strategy
■ Developing an approach to strategic asset allocation
■ 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
■ Creating RFPs for manager search
MODULE 3
Manager selection
■ Longlist of managers
■ Shortlist of managers
■ In-depth due diligence
■ Shortlist of managers
■ In-depth due diligence
MODULE 4
Manager appointment
■ Embedding ESG requirements into legal documents
■ Sample model contracts
■ Sample model contracts
MODULE 5
Manager monitoring
■ Identifying minimum reporting disclosures
■ Considering asset class-specific reporting
■ 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)READ MORE
Introducing the guides
investment manager monitoring guide toolbox
Toolbox
- The PRI is an investor initiative in partnership with UNEP Finance Initiative and UN Global Compact.
- PRI Association, 25 Camperdown Street, London, E1 8DZ, UK
- Company no: 7207947
- +44 (0)20 3714 3141
- info@unpri.org
- ISO 14001:2015 Management Standard
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