All Technical guide articles – Page 2

  • Testing the taxonomy hero
    Technical guide

    Testing the taxonomy: insights from the PRI Taxonomy Practitioners Group

    2020-09-09T08:35:00Z

    This report shares insights from the first comprehensive set of case studies around how to use the EU Taxonomy.

  • HF-guide-hero
    Technical guide

    ESG incorporation in hedge funds p4/4

    2020-05-13T07:23:00Z

    Menu styles Menu Module III - Investment process Integration of ESG factors into portfolio construction, investment process and stewardship practices may be driven by client values, regulation or evidence that ESG factors are correlated to security performance and financial returns (see Module I). ...

  • HF-guide-hero
    Technical guide

    ESG incorporation in hedge funds p3/4

    2020-05-13T07:23:00Z

    HighlightBox CSS Menu styles Menu Responsible investment approaches for hedge funds This section looks at all stages of the investment process and draws on other PRI and industry guidance to provide suggested approaches. It is divided into four modules: Module I: RI ...

  • HF-guide-hero
    Technical guide

    ESG incorporation in hedge funds

    2020-05-13T07:22:00Z

    This guide provides a suggested framework for fund managers and asset owners to incorporate ESG factors into hedge fund strategies.

  • HF-guide-hero
    Technical guide

    ESG incorporation in hedge funds p2/4

    2020-05-13T07:22:00Z

    Highlight box CSS Menu styles Menu Background This section provides an overview of responsible investment and its application to the hedge fund industry. It also outlines three key drivers (regulation, materiality and client demand) and the relevance to hedge fund managers and those allocating ...

  • LP-PE-hero
  • LP-PE-hero
    Technical guide

    Guide for limited partners: responsible investment in private equity

    2020-04-16T08:08:00Z

    The appetite for ESG integration in private equity has grown strongly since the 2nd edition of this guide in 2011.

  • LP-PE-hero
  • Private equity TCFD
    Technical guide

    TCFD for private equity general partners

    2020-03-11T13:43:00Z

    Implementing the TCFD recommendations Private equity GPs need a robust framework to assess climate-related risk and to help guide them through the transition. This guide sets out the actions that private equity general partners (GPs) can take to address the four-pillar framework of the recommendations proposed by the Task Force ...

  • Sovereign-debt_image
    Technical guide

    A practical guide to ESG integration in sovereign debt

    2019-08-29T11:10:00Z

    Designed to help signatories integrate ESG factors into research, analysis and the construction of sovereign debt portfolios, this guide includes lists of data sources, practitioner case studies and a comparison of ESG incorporation techniques (2019).

  • Technical guide

    Consultant’s organisational approach

    2019-07-03T13:18:00Z

    The previous sections of this report have focused on the advice on ESG matters that investment consultants provide to their asset owner clients and the questions that asset owners should ask on the subject. This section focuses on the investment consultant’s own organisational approach to responsible investment. That is, ...

  • Technical guide

    Step 5 - Appointment

    2019-07-03T13:17:00Z

    Asset owners will want to formalise commitments from investment managers through contracts or side letters to existing contracts. In addition to standard commercial terms, specific provisions related to ESG objectives and reporting can be included to ensure adequate delivery of services.

  • Technical guide

    Step 4 - Screening and shortlist

    2019-07-03T13:16:00Z

    The asset owner reviews responses to the RFP to select managers that best fit the investment mandate. Specific weight should be assigned to investment beliefs and ESG skills in investment manager appointment decisions. Attention should be paid to aligning timeframes through fees and pay structures, ensuring that ESG issues are ...

  • Technical guide

    Step 3 - Requests for proposal

    2019-07-03T13:16:00Z

    The asset owner will develop the requests for proposal (RFP) document, aligned with the original mandate text. Clear descriptions of the required capabilities will help collect information to enable the asset owner to review and compare the suitability of managers.

  • Technical guide

    Step 2 - Research and long-lists

    2019-07-03T13:15:00Z

    Asset owners need to identify a pool of investment managers who meet the requirements described in the mandate. In doing so, the asset owner will review and rank the investment beliefs and capabilities of individual managers, including on aspects such as investment philosophy, investment process, risk management, governance, product range ...

  • Technical guide

    Step 1 - Mandate formation

    2019-07-03T13:15:00Z

    Asset owners should define the types of mandate that fit their requirements and ensure that those investment mandates align the investment managers’ approach with the asset owners’ investment principles and strategies. In forming mandates, the asset owner should emphasise the ESG capabilities required to successfully deliver on the mandate. ESG ...

  • Technical guide

    Step 4 - Investment policy and governance

    2019-07-03T13:14:00Z

    Asset owners need to ensure that they have the necessary resources, expertise and processes in place to implement the strategy. They will typically codify their investment strategy in relation to their investment decision-making process, asset allocation, ESG incorporation, active ownership, manager selection and monitoring criteria through an investment policy. Some ...

  • Technical guide

    Step 3 - Strategy formulation

    2019-07-03T13:14:00Z

    Asset owners need to decide how they are going to implement their investment principles in their asset allocation and risk management processes, and in their reporting.7 To do this, they need to define their ambitions (e.g. on financial return, risk appetite and ESG considerations) over an appropriate timeframe, and establish ...

  • Technical guide

    Step 2 – Investment principles and beliefs

    2019-07-03T13:13:00Z

    Asset owners need to define investment principles to set the direction for their investment policy, investment practice and organisational culture. These principles help define how the asset owner will create investment value in the context of future uncertainty, risk and opportunity. They also help asset owners make practical decisions about ...

  • AO ESG consultant_2500x1250px
    Technical guide

    Investment consultants and ESG: an asset owner guide

    2019-07-03T12:54:00Z

    Investment consultants advise on how trillions of dollars are invested worldwide, but most consultants are failing to consider the role that ESG issues play in investment performance.