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.

Technical guide

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Asset owner technical guide - investment manager monitoring guide

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

A growing number of asset owners now expect their investment managers to incorporate ESG factors into their investment processes. This means that ESG needs to be at the core of the relationship between the asset owner and the investment manager – and that ESG considerations need to be addressed at ...

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

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.