Close menu
- Home
- PRI
- Signatories
- News & events
- Investment tools
-
Sustainability issues
- Back to parent navigation item
- Sustainability issues
- Environmental, social and governance issues
- Climate change
- Accounting for climate change
- Driving meaningful data
- Sustainable Development Goals
- Private retirement systems and sustainability
- Sustainable financial system
- Academic research
- Policy
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.
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
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.
- 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
- ISO 14001:2015 Management Standard
- 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.
Site powered by Webvision Cloud