All Selecting managers articles
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Reports/GuidesResponsible investment DDQ for real estate investors
This responsible investment due diligence questionnaire (DDQ) has been developed to help investors appraising potential real estate investment managers to evaluate how a manager handles environmental, social and governance (ESG) factors.
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Reports/Guides
Responsible 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 private debt investors
The Private debt investor ESG due diligence questionnaire (DDQ) is designed for use by indirect investors (i.e. Limited Partners or asset owners) when assessing potential private debt managers.
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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.
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Reports/Guides
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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News and press
PRI releases hedge funds due diligence questionnaire (RI DDQ)
The Principles for Responsible Investment (PRI) today announced the launch of the first industry-standard due diligence questionnaire (RI DDQ) for hedge funds to focus on responsible investments.
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Reports/Guides
Responsible investment DDQ for hedge funds
The first industry-standard tool for investors to assess external hedge fund managers on their responsible investment policies and practices.
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Reports/Guides
A practical guide to ESG integration for equity investing
To guide investors – both asset owners and investment managers – who are implementing ESG integration techniques in their investment decisions and processes, this report is the most comprehensive description to date of what ESG-integrated analysis is, and how it works in practice.
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Case studies
Selecting 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
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Case studies
Selecting 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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Reports/Guides
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 studies
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
