Strategy, policy and strategic asset allocation

Through their investment strategies, policies and strategic asset allocation asset owners are setting the tone for the way institutional capital is financing a sustainable economy, inclusive of environmental and social issues. To hear more about our work, contact us.

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Asset owner strategy guide: How to craft an investment strategy

Crafting an investment strategy is the first step within an asset owner’s overall investment process.

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Investment policy: process and practice

By formalising an investment process in a policy, asset owners differentiate emotions from facts when making investment decisions, keeping a relentless focus on performing in line with their investment strategy in an evidence-based manner.

Discussion paper

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Embedding ESG issues into strategic asset allocation frameworks: Discussion paper

Strategic asset allocation plays a fundamental role in determining long term returns and enabling asset owners to meet liabilities – in that sense the long term nature of issues such as climate change, demographics and resource depletion should make it an obvious place to start reviewing ESG themes and issues ...

Inevitable policy response

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Implications for strategic asset allocation

New analysis in this report forecasts an abrupt and disruptive policy response to climate change which will cause re-pricing of many of the world’s most valuable companies by 2025.

Responsible investment policy database