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.

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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

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.

SAM webinar – key messages & themes


Reflections from three webinars on incorporating ESG into asset manager selection, appointment and monitoring


By Toby Belsom, Director, Investment Practices, PRI, and Felix Soellner, Senior Analyst, PRI