All Reports/Guides articles – Page 15
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Reports/Guides
Defining objectives and measuring the effectiveness of engagement in fixed income
Once the list of target companies has been defined, investors need to set objectives and track the outcomes of their engagement practices to ensure their effectiveness.
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Tips for effective bondholder engagement
In this section, we present a summary of practical tips for effective bondholder engagement.
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Reports/GuidesEngagement trends among fixed income investors
This section considers ESG engagement trends among fixed income investors before giving guidance on the practical aspects of bondholder engagement.
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Prioritising fixed income engagement activities
Investors with exposure to hundreds or thousands of different issuers may only be able to meaningfully and proactively engage a small proportion of those issuers.
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ESG engagement for fixed income investors
Principle 2 of the six Principles encourages investors to be active stewards of their investments and incorporate ESG factors into their ownership policies and practices across different asset classes.
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Why engage as a fixed income investor?
Investors typically engage with companies and other types of issuers to identify, monitor and manage risks to their investment returns. In signing up to the PRI, investors affirm that ESG factors can have a material impact on those returns.
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Investor duties and ESG integration in China
As a step towards implementing Fiduciary duty in the 21st century’s recommendations, the China roadmap sets out recommendations based on four priority themes: policy framework and sustainable guidance; regulation on ESG integration and disclosure for pension funds and their investment managers; disclosure requirements for companies; sustainable and green finance ...
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Reports/Guides
TCFD Recommendations: Country reviews – Australia
This review concludes that Australia’s current corporate disclosure legislation is compatible with the adoption of the TCFD recommendations.
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How policy and regulation affect investment consultants' approach to ESG considerations
Globally, we’ve seen growth in ESG-related regulation for asset owners and investment managers, but not investment consultants.
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Practical tips for making selection decisions in manager selection
This final chapter offers practical ideas for bringing ESG matters raised during the manager selection process together in order to facilitate ultimate decision making.
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Assessing reporting capabilities in manager selection
The selection process should consider the ongoing reporting from the manager to the asset owner and satisfy the latter’s internal investment-related information requirements, as well as be able to accomodate their own reporting to stakeholders.
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Assessing active ownership through engagement and voting in manager selection
This chapter looks at how asset owners can be effective stewards of their assets and, if such functions are outsourced, determine how an investment manager deals with stewardship and active ownership issues.
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Portfolio construction and investment decision making in manager selection
This chapter focuses on ESG in investment decision making and portfolio construction, as well as on the risk and return framework.
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Gaining a high-level view of prospective management firms
This chapter focuses on an investment manager’s culture, investment approach and objectives, investment policy, time horizon, asset classes and governance.
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Asset owner guide: Enhancing manager selection with ESG insight
Asset owners, sitting atop the investment chain with long-term investment horizons, are ideally placed to drive responsible investment throughout the investment cycle.
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Why engage on fracking?
With existing fracking operations globally and a potential surge in regions such as China, fracking remains important to investors that hold global oil and gas companies with market exposure.
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Recommendations for future engagement on water risks
PRI research has shown that companies are improving their disclosure of managing water risks in agricultural supply chains, but there is still room for improvement, as summarised by the following recommendations.
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How do investors use water risk data?
The complex and localised nature of water and the mix of qualitative and quantitative information available makes it difficult for investors to integrate water risk data into their company analyses.
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Challenges for engaging on water risks in agricultural supply chains
Investors face numerous challenges when engaging with companies on this topic to understand the extent of their water dependency, security and management response.
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Influence governance of water in the supply chain
Influencing the governance of water (i.e. the rules and institutions, both formal and informal, which determine how water is managed) is essential in addressing water risks.
