All Reports/Guides articles – Page 17
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Reports/Guides
Assessing external managers and service providers in listed equity investing
When investors decide to partially or fully outsource their active ownership activities to investment managers or specialised service providers, defining criteria to select, appoint and monitor third parties is crucial.
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Reports/Guides
Engagement and voting practices in listed equity
The first step to identify targets for engagement is setting up regular monitoring of investee companies on ESG issues which represent value at risk or potential opportunities for long-term financial performance and impact on the real economy.
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Reports/GuidesDeveloping an active ownership policy
The first phase of active ownership involves reviewing the investor’s overall investment strategy, including the vision, mission and investment principles of the organisation.
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Reports/Guides
Introduction to active ownership in listed equity
Active ownership is one of the fastest-growing responsible investment strategies in listed equity globally.
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Reports/Guides
Financial performance of ESG integration in US investing
This briefing paper has been prepared for investment professionals (particularly trustees and investment consultants) interested in the benefits of ESG integration to investment outcomes in the US.
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Reports/Guides
A practical guide to active ownership in listed equity
This report outlines concrete steps to make active ownership an effective tool to support long-term value creation in listed equity investing.
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Reports/Guides
Investor recommendations for managing market short-termism
Below is an overview of recommendations, which are not comprehensive solutions, but aim to mitigate some of the most serious consequences of short-termism through changes in strategy and practice.
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Reports/Guides
Primer on responsible investment in infrastructure
This article series clarifies key concepts of responsible investment in private infrastructure equity and debt, and how the six Principles for Responsible Investment apply to infrastructure.
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Reports/Guides
Responsible investment strategies in infrastructure
Responsible investment strategies include:
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Reports/Guides
Key challenges for infrastructure investors
Responsible investment in infrastructure is still maturing.
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Reports/Guides
Applying the six Principles to infrastructure investing
There is no one-size-fits-all approach to responsible investment.
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Reports/Guides
Responsible investment in infrastructure: looking ahead
Infrastructure assets are often heavily regulated, operate with a government counterparty or are subject to public scrutiny.
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Applying Principle 6 to infrastructure investing
Principle 6 states, ‘We will each report on our activities and progress towards implementing the Principles’
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Reports/Guides
Applying Principle 5 to infrastructure investing
Principle 5 states, ‘We will work together to enhance our effectiveness in implementing the Principles’
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Applying Principle 4 to infrastructure investing
Principle 4 states, ’We will promote acceptance and implementation of the Principles within the investment industry
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Applying Principle 3 to infrastructure investing
Principle 3 states, ’We will seek appropriate disclosure on ESG issues by the entities in which we invest’
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Applying Principle 2 to infrastructure investing
Principle 2 states, ’We will be active owners and incorporate ESG issues into our ownership policies and practices’
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Applying Principle 1 to infrastructure investing
Principle 1 states ’We will incorporate ESG issues into investment decision making processes’
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US regulation and policy making on responsible investment
The US is the world’s largest capital market, and American investors are increasingly focused on long-term investment approaches that require the inclusion of environmental, social and governance (ESG) factors.
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Reports/Guides
Responding to megatrends: Investment institutions trend index 2017
What is a megatrend? Most institutions share a common belief that megatrend dynamics will result in multidimensional transformations across society, technology, economics, environment and politics (STEEP). We would also strongly encourage this thinking about megatrends to be framed within the context of an integrated system of real-world powerful forces altering ...
