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.

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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.

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Understanding and aligning with beneficiaries’ sustainability preferences


This guide seeks to help asset owners learn about and incorporate beneficiary preferences, which should be a fundamental aspect of an asset owner’s investment strategy, policy and strategic asset allocation.

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 ...

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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.



PRI Digital Forum: Americas - breakout 2B: strategic asset allocation

This session reviews some examples of real practice and outlines the three areas highlighted in a recent PRI discussion paper: incorporating real world impact, improving risk adjusted returns and education.

An RI policy plays a critical role in outlining an organisation’s expectations and aspirations to both internal and external stakeholders. It is encouraging to see these policies increasingly making explicit reference to climate change, human rights, shareholder resolutions and targets. They also offer a chance to be bold in responding to new and developing issues.

This list of policies provides a wealth of examples which signatories can adapt and develop as they are developing their own approaches.

Fiona Reynolds, PRI

Responsible investment policy database

The PRI’s database of responsible investment policies provided by asset owners and investment managers covers 1,521 signatory entities with combined 3,198 standalone policy documents.