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Manager selection
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In their investment manager selection, asset owners are creating the link to real world outcomes through their investments. It therefore poses as one of the most important decisions in the investment process.
To hear more about our work, contact us
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Module 1
Strategy, policy and strategic asset allocation
- Writing a policy
- Defining a strategy
- Developing an approach to strategic asset allocation
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Module 2
Mandate requirements and RFPs
- Developing mandate ESG requirements
- Creating RFPs for manager search
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Module 3
Manager selection
- Longlist of managers
- Shortlist of managers
- In-depth due diligence
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Module 4
Manager appointment
- Embedding ESG requirements into legal documents
- Sample model contracts
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Module 5
Manager monitoring
- Identifying minimum reporting disclosures
- Considering asset class-specific reporting
Foreword
READ MOREResponsible 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
Introducing the guides
Investment manager selection guide toolbox
Toolbox
- CORE-ATTRIBUTES
- DDQ
- MONITORING-FRAMEWORK
- MONITORING-RANKING
- ESG incorporation in listed equity across the active-to-passive spectrum
- Core-attributes visual
- Example of ESG-integrated firm and fund due diligence
- Investment manager ESG scoring methodology example
- Investment manager Monitoring scorecard
- Investment manager sample score card
- Investment manager sample score card DDQ
- The investment manager selection process
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
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