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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
Technical guide
ESG goals
How asset owners and their managers can work together on ESG goals
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.
Introducing the guides
investment manager monitoring guide toolbox
Toolbox
Case studies
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SAM webinar – key messages & themes
Reflections from three webinars on incorporating ESG into asset manager selection, appointment and monitoring
2021-04-29T10:35:00+01:00
By Toby Belsom, Director, Investment Practices, PRI, and Felix Soellner, Senior Analyst, PRI
- 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
- The information contained on this website is meant for the purposes of information only and is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. All content is provided with the understanding that the authors and publishers are not providing advice on legal, economic, investment or other professional issues and services. PRI Association is not responsible for the content of websites and information resources that may be referenced. The access provided to these sites or the provision of such information resources does not constitute an endorsement by PRI Association of the information contained therein. Except where expressly stated otherwise, the opinions, recommendations, findings, interpretations and conclusions expressed are those of PRI Association, and do not necessarily represent the views of any contributors or any signatories to the Principles for Responsible Investment (individually or as a whole). It should not be inferred that any other organisation referenced endorses or agrees with any conclusions set out. The inclusion of company examples, or case studies written by external contributors (including PRI signatories), does not in any way constitute an endorsement of these organisations by PRI Association or the signatories to the Principles for Responsible Investment. The accuracy of any content provided by an external contributor remains the responsibility of such external contributor. While we have endeavoured to ensure that information has been obtained from reliable and up-to-date sources, the changing nature of statistics, laws, rules and regulations may result in delays, omissions or inaccuracies in information. PRI Association is not responsible for any errors or omissions, for any decision made or action taken based on information on this website or for any loss or damage arising from or caused by such decision or action. All information is provided “as-is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied.
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