Latest asset owner related case studies
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Case studiesClimbing up the sustainability ladder – a manager scoring framework for asset owners
Organisation name: Kempen Capital Management Signatory type: Investment manager Region of operation: Europe Assets under management: €73 billion Why we use ESG criteria to assess external managers Our asset owner clients are increasingly embedding ESG information in their processes for selecting and monitoring external managers. Therefore, it is ...
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Case studies
Improving responsible investment through manager engagement
Organisation name: Aware Super Signatory type: Asset owner Region of operation: Australia Assets under management: AU$144bn Why we engage with managers after their appointment Responsible investment is an integrated part of our due diligence process. Engagement with managers after their appointment can result in a more collaborative relationship and ...
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Case studies
Applying responsible investment principles to multi-asset credit manager selection
Organisation name: Brunel Pension Partnership Signatory type: Asset owner Region of operation: England Assets under management: £30 billion Why we consider responsible investment principles during manager due diligence We designed and delivered a multi-asset credit fund for our pension fund clients to meet their demands for diversified exposure to ...
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Case studies
Monitoring the proxy voting practices of external managers
Organisation name: Hong Kong Monetary Authority (HKMA) Signatory type: Asset owner Region of operation: Hong Kong SAR Assets under management: US$539 billion[1] Why we monitor proxy voting practices of external managers As Hong Kong’s central banking institution, manager of the Exchange Fund and a responsible investor, we believe that ...
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Case studies
Rating responsible investment hedge fund managers
Organisation name: Man Group Signatory type: Investment manager Assets under management: US$123.6 billion Region of operation: Global Man Group is firmly committed to responsible investment and is a long-term signatory to the United Nations-supported Principles for Responsible Investment. Our Man FRM unit is focused on alternative investments, through managed accounts, ...
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Case studies
Engaging external managers on sustainable investment
Organisation name: Cardano Region of operation: Global Signatory type: Investment manager Assets under management: We provide fiduciary management services to 30 UK pension funds with combined assets of £16bn and investment advice to 10 UK pension funds with combined assets of £50bn. We also provide LDI execution and derivative overlay ...
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Case studies
Achieving a strategic asset allocation and generating long-term growth in a sustainable way
Case study by BlackRockFor professional clients and qualified investors only Signatory type: Investment manager Region of operation: Global Assets under management: US$7.8trn (30 September 2020) Why incorporate esg considerations into a strategic asset allocation (SAA)? Using multi-asset allocations to help clients achieve the growth they require at reasonable ...
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Case studies
Delivering outcomes by accessing ESG through multiple drivers of return in multi-asset portfolios
Case study by BlackRock Signatory type: Investment manager Region of operation: Global Assets under management: US$7.3trn Why consider ESG via multiple drivers of return Today’s low-return environment requires investors to draw on multiple return sources to meet objectives and maximise the efficiency of a portfolio’s risk budget. We ...
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Case studies
Layering climate goals onto a sustainable, risk-targeted, multi-asset strategy
Case study by Morgan Stanley Investment Management Signatory type: Investment manager Region of operation: Global Asset under management: US$665bn (30/06/20) To maximise returns over time while actively managing total portfolio risk, our Global Balanced Risk Control (GBaR) strategy invests in a broad, balanced asset mix. In our MS ...
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Case studies
EU Taxonomy alignment case study: KLP
KLP is a global investor, invested in over 7000 companies. Since 2000, aware of our responsibility as a global investor, we have steadily advanced ESG and sustainability efforts within our investments.
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Case studies
EU Taxonomy alignment case study: AP Pension
AP Pension believes that a common definition of what is considered sustainable is a fundamental element of providing sustainable investment solutions.
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Case studies
The importance of corporate governance in strategic asset allocation
Case study by Aberdeen Standard Investments (ASI) Signatory type: Investment manager Region of operation: Global Assets under management: US$500bn Aberdeen Standard Investments (ASI) is a large diversified asset management company based in the UK. We manage over US$500bn of assets for a variety of institutional and retail clients ...
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Case studies
Strategic asset allocation: adopting a dynamic multiperiod world perspective
Case study by LocalTapiola Asset Management Ltd Signatory type: Investment manager Region of operation: Finland Assets under management: US$12.2bn Why a multi-period SAA approach outpaces a static strategy Strategic asset allocation (SAA) is key for every long-term investor. It is the critical decision which will define whether an ...
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Case studies
Using climate change scenarios in asset liability modelling
Case study by BCI Signatory type: Investment manager Region of operation: Canada Assets under management: CAD$171bn Why ESG is vital for boosting long-term value Asset allocation is the main determinant of a fund’s overall risk and return and, therefore, is the most important decision that our clients ...
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Case studies
The integration of ESG criteria in strategic asset allocation
Case study by DWS Signatory type: Investment manager Region of operation: Global Assets under management: €700 billion Integrating ESG criteria into investment portfolios is one of the most important trends in asset management right now – and one we take very seriously at DWS. While ESG integration has ...
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Case studies
Aligning strategic asset allocation to a +1.5°C world: a proposed framework
Case study by AXA Investment Managers
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Case studies
Introducing a sustainability budget to asset allocation decisions
Case study by Schroder Investment Management Organisation type: Investment manager Region of operation: Global Assets under management: £470.5bn Why creating a sustainability budget can help multi-asset investors reach their ESG goals Whatever the reasons for considering environmental, social and governance (ESG) criteria and sustainability in a portfolio, managing ...
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Case studies
A total portfolio approach to climate alignment, ESG integration and real-world impact
Case study by The Scott Trust Limited (Guardian Media Group) Signatory type: Asset owner Region of operation: UK Assets under management: £1 billion Why ESG plays a vital role in our asset allocation decisions The Scott Trust is the owner of the Guardian Media Group, which publishes The ...
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Case studies
Incorporating ESG into long term investment return forecasts
Case study by Schroder Investment Management Signatory type: Investment Manager Region of operation: Global Assets under management: £470.5bn Why ‘environmental disruption’ could impact long term investment returns Over the last few years, we have been considering the economic and disruptive forces we think will shape the future investment ...
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Case studies
Sustainable Development Goals (SDGs) as a tool for strategic asset allocation
Case study by Brunel Pension Partnership Signatory type: Asset owner Region of operation: UK Assets under management: £30bn Why SDGs can be a vital tool in strategic asset allocation Strategic asset allocation (SAA) is set by each of our clients on an individual basis. We use the Sustainable ...
