Mandate requirements and RfPs

To create a mandate with ESG requirements, asset owners will need to transfer investment strategy and allocation decisions into an RfP. This step is crucial to formulate expectations to trustees and potential investment managers.

To hear more about our work, contact us.

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Embedding ESG factors in investment mandates

2021-10-14T06:30:00+01:00

Investment mandates are a valuable and often underutilised tool for asset owners to signal ESG requirements to asset managers.

This part of the PRI’s asset owner programme is currently under development. The PRI Asset Owner team is conducting guidance to help asset owners in the systematic incorporation of ESG factors. It is aimed to help asset owners defining and operationalising mandate ESG requirements prior to entering an investment manager relationship. It aims to fill the step of the investment chain following strategic asset allocation decisions and prior to the manager selection and appointment. We urge our signatories to reach out to assetowners@unpri.org to get involved and shape the outcome of this work.