Selecting managers
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Reports/GuidesResponsible investment DDQ for forestry investors
This responsible investment due diligence questionnaire (DDQ) has been developed to help investors appraising potential forestry investment managers to evaluate how a manager handles environmental, social and governance (ESG) factors.
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Reports/Guides
Responsible investment DDQ for farmland investors
This responsible investment due diligence questionnaire (DDQ) has been developed to help investors appraising potential farmland investment managers to evaluate how a manager handles environmental, social and governance (ESG) factors.
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Reports/Guides
Responsible investment DDQ for infrastructure investors
In order to encourage a globally consistent approach to infrastructure investor due diligence and ESG disclosure by infrastructure managers, the PRI launched the Infrastructure Investor Responsible Investment Due Diligence Questionnaire .
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Reports/Guides
Integrating climate-related risks and opportunities into investment processes
The PRI defines integration as “the explicit and systematic inclusion of [climate change] issues in investment analysis and investment decisions.”
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Reports/Guides
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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Reports/Guides
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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Reports/Guides
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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Reports/Guides
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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News and press
The PRI launches asset owner manager selection guide
The Principles for Responsible Investment (PRI) has today launched new guidance for asset owners— Enhancing relationships and investment outcomes with ESG Insight —to assist them with ESG-related issues in the investment manager selection, appointment and monitoring process.
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Reports/Guides
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.
