Latest asset owner related case studies

  • SAM_Case_studies_Kempen
    Case studies

    Climbing up the sustainability ladder – a manager scoring framework for asset owners

    2021-06-23T10:23:00Z

    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 ...

  • SAM_Case_studies_Aware
    Case studies

    Improving responsible investment through manager engagement

    2021-06-23T10:22:00Z

    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 ...

  • SAM_Case_studies_Brunel
    Case studies

    Applying responsible investment principles to multi-asset credit manager selection

    2021-06-23T10:24:00Z

    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 ...

  • SAM_Case_studies_HKMA
    Case studies

    Monitoring the proxy voting practices of external managers

    2021-06-23T10:23:00Z

    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 ...

  • SAM_Case_studies_MAN
    Case studies

    Rating responsible investment hedge fund managers

    2021-06-23T10:23:00Z

    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, ...

  • SAM_Case_studies_CARDANO
    Case studies

    Engaging external managers on sustainable investment

    2021-06-23T10:22:00Z

    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 ...

  • SAA_Case_studies_hero_BlackRock
    Case studies

    Achieving a strategic asset allocation and generating long-term growth in a sustainable way

    2020-12-15T13:04:00Z

    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 ...

  • SAA_Case_studies_hero_BlackRock
    Case studies

    Delivering outcomes by accessing ESG through multiple drivers of return in multi-asset portfolios

    2020-10-16T08:07:00Z

    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 ...

  • SAA_Case_studies_hero_MorganStanley
    Case studies

    Layering climate goals onto a sustainable, risk-targeted, multi-asset strategy

    2020-10-16T08:06:00Z

    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 ...

  • EU_Taxonomy_Case_studies_hero_KLP
    Case studies

    EU Taxonomy alignment case study: KLP

    2020-09-25T07:39:00Z

    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. 

  • EU_Taxonomy_Case_studies_hero_AP Pension
    Case studies

    EU Taxonomy alignment case study: AP Pension

    2020-09-10T07:00:00Z

    AP Pension believes that a common definition of what is considered sustainable is a fundamental element of providing sustainable investment solutions.

  • SAA_Case_studies_hero_ASI
    Case studies

    The importance of corporate governance in strategic asset allocation

    2020-08-13T10:24:00Z

    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 ...

  • SAA_Case_studies_hero_LocalTapiolaI
    Case studies

    Strategic asset allocation: adopting a dynamic multiperiod world perspective

    2020-08-13T10:24:00Z

    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 ...

  • SAA_Case_studies_hero_BCI
    Case studies

    Using climate change scenarios in asset liability modelling

    2020-08-13T10:24:00Z

    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 ...

  • SAA_Case_studies_hero_DWS
    Case studies

    The integration of ESG criteria in strategic asset allocation

    2020-08-13T10:23:00Z

    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 ...

  • SAA_Case_studies_hero_AXA
    Case studies

    Aligning strategic asset allocation to a +1.5°C world: a proposed framework

    2020-08-13T10:23:00Z

    Case study by AXA Investment Managers

  • SAA_Case_studies_hero_Schroders
    Case studies

    Introducing a sustainability budget to asset allocation decisions

    2020-08-13T10:22:00Z

    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 ...

  • SAA_Case_studies_hero_Scott Trust
    Case studies

    A total portfolio approach to climate alignment, ESG integration and real-world impact

    2020-08-13T10:21:00Z

    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 ...

  • SAA_Case_studies_hero_Schroders
    Case studies

    Incorporating ESG into long term investment return forecasts

    2020-08-13T10:21:00Z

    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 ...

  • SAA_Case_studies_hero_Brunel
    Case studies

    Sustainable Development Goals (SDGs) as a tool for strategic asset allocation

    2020-08-13T10:20:00Z

    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 ...