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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
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.
Podcast
Building ESG and sustainability outcomes into investment mandates
2021-12-14T11:13:00+00:00
In this episode of the PRI podcast, the PRI’s director of Investment Practices, Toby Belsom, speaks with Marcel Jeucken from Sustfin and Daniel Ingram from Wilshire, both co-authors of PRI’s recent discussion paper about ESG in Investment Mandates.
Webinar
PRI Digital Conference: Designing mandates for impact
2021-11-11T19:07:00+00:00
This session will explore some of the challenges and opportunities for both asset owners and investment consultants to take the next step in incorporating outcomes into the design of mandates.
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
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