All Listed equity articles – Page 10
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Technical guide
Considering ESG integration in manager selection
Selecting an investment manager that can act in accordance with an asset owner’s investment preferences requires thorough due diligence of the manager’s investment approach and performance, investment process, stock selection and portfolio construction decisions.
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Case study
Sustainable workplace practices can help competitive positioning in the retail sector
Case study by ClearBridge Investments
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Case study
Managing water risks to mitigate community concern
Case study by MFS Investment Management
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Case study
Selecting equity managers: Interview with CalSTRS
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers
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Case study
Monitoring equity managers: Interview with CalSTRS
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers
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Case study
Calculating labour standards' impact on revenue and discount rate
Case study by Union Investment
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Case study
Feeding governance insights into smart beta strategies
Case study by Bank J. Safra Sarasin
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Technical guide
ESG integration in smart beta strategies
In smart beta strategies, ESG factors and scores can be used as a weight in portfolio construction to create excess risk-adjusted returns, reduce downside risk and/or enhance portfolios’ ESG risk profile.
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Technical guide
Assessing external managers' approach to ESG integration
To integrate ESG considerations into their externally managed assets, asset owners (or their investment consultants) will assess external managers’ integration practices.
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Technical guide
Considering ESG integration in manager appointment
Once the most eligible asset manager is selected, asset owners can include ESG terms in the investment management agreement (IMA) to formalise their expectations.
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Case study
Appointing equity managers: Interview with CalSTRS
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers
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Case study
Appointing equity managers: Interview with The Pensions Trust
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers
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Case study
Appointing equity managers: Interview with Zurich Insurance Group
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers
