All Technical guide articles – Page 3

  • Technical guide

    Investment strategy

    2019-07-03T11:42:00Z

    An asset owner’s overall investment process starts with crafting an investment strategy. Asset owners will aim to set out a clear and explicit investment strategy that comprehensively considers: A. the full range of short-term and long-term return factors (e.g. social, technological, economic, environmental and political/regulatory) affecting their portfolios; 5 B. ...

  • Technical guide

    Manager selection

    2019-07-03T11:40:00Z

    Manager selection is a core component of most asset owners’ investment process. Investment managers should either act in accordance with an asset owner’s investment preferences (if running a separate client account) or offer funds that can fit within the asset owner’s investment preferences, potentially in combination with others. Selections require ...

  • Technical guide

    Step 1 – Fiduciary obligations

    2019-07-03T10:39:00Z

    Asset owners and their fiduciaries need to understand and clarify the legal obligations towards their beneficiaries. These include fiduciary, ownership and other investor duties which, among other things, set out minimum standards for how ESG factors should be appropriately considered in setting an investment strategy. The asset owner should be ...

  • ESG integration in Asia Pacific
    Technical guide

    ESG integration in Asia Pacific: markets, practices and data

    2019-05-30T15:28:00Z

    Portfolio managers and analysts are increasingly incorporating environmental, social, and governance (ESG) factors in their investment analyses and processes.

  • forestry cover
    Technical guide

    Responsible investment in forestry

    2019-05-17T11:46:00Z

    Forestry investors are exposed to a range of environmental, social and governance (ESG) factors. How those factors impact investments – ultimately, whether they materialise as risks or opportunities for value creation – depends largely on an investor’s responsible investment approach. 

  • Local communities2
    Technical guide

    ESG factors in forestry investing

    2019-05-15T10:53:00Z

    Forestry investors must consider a range of ESG issues for both direct and indirect investments. Such issues may present material risks to forestry operations and the success of an investment if managed improperly. 

  • sun through trees
    Technical guide

    Next steps: the future of forestry investing

    2019-05-13T11:11:00Z

    The future of responsible forestry investing depends on how successfully the asset class can feature in the mainstream debates that are likely to shape the responsible investment universe in the coming years. Important questions to consider include:

  • Sustainable Development Goals (SDGs) poster
    Technical guide

    Achieving the SDGs through forestry investing

    2019-05-13T11:07:00Z

    In addition to climate impact, the strategies highlighted in the previous section also have an explicit focus on the broader tenets of sustainable development, and the involvement of local communities.

  • climate change grass and dry land
    Technical guide

    Forestry as a climate investment

    2019-05-13T11:01:00Z

    Beyond looking at ESG consideration from a risk and opportunity perspective, forestry investors and managers are increasingly seeking to generate positive impact in addition to market returns, particularly regarding issues such as climate change those related to the SDGs. 

  • Forestry investment process
    Technical guide

    Integrating ESG factors in the forestry investment process

    2019-05-13T10:48:00Z

    The consideration of ESG issues should be an integral part of the forestry investment process, taking into account the long-term nature of forestry investing and the different stages of a forestry investment’s lifecycle. 

  • Forest
    Technical guide

    Forestry: a growing asset class

    2019-05-13T08:25:00Z

    The total amount of global institutional investment in forestry has surged from an estimated US$10 billion-US$15 billion in the early 2000s to over US$100 billion today. 

  • CFA_report_March2019 (002)
    Technical guide

    ESG integration in Europe, the Middle East, and Africa: Markets, practices and data

    2019-03-18T10:19:00Z

    Portfolio managers and analysts are increasingly incorporating ESG factors in their investment analyses and processes. However, ESG integration remains in its relative infancy, with investors and analysts calling for more guidance on exactly “how” they can “do ESG” and integrate ESG data into their analysis

  • Matching RI implementation to private debt
    Technical guide

    Relating responsible investment to private debt

    2019-02-11T12:44:00Z

    It is difficult to generalise about implementation of responsible investment in private debt as the latter comprises so many different investment strategies. 

  • Frequency with which fund managers have decided not to invest in a portfolio company due to ESG factors
    Technical guide

    A framework for responsible investment in private debt

    2019-02-11T12:44:00Z

    There are numerous ESG touchpoints at the various stages of the private debt investment process, as shown in Figure 10. 

  • Technical guide

    Private debt and RI: guidance and advanced practices

    2019-02-11T12:44:00Z

    The following section explores different responsible investment approaches, emerging industry trends and thought leadership in more detail, including:

  • Technical guide

    An overview of responsible investment

    2019-02-11T12:43:00Z

    The six Principles for Responsible Investment are nonprescriptive and aspirational.

  • Technical guide

    An overview of private debt

    2019-02-11T12:43:00Z

    Defining private debt Private debt has only recently been considered an asset class in its own right, and the term covers a range of different investment styles and strategies. The term ‘private debt’ is typically applied to debt investments which are not financed by banks and are not issued or ...

  • market map inclusive finance logo
    Technical guide

    Seven guidelines for investors in inclusive finance

    2019-02-05T12:47:00Z

    Inclusive finance has proven to be a successful approach to support social and business entrepreneurs, empower families and provide financial services to those that do not have access to regular banking. 

  • market map inclusive finance logo
    Technical guide

    Practical guide for investors in inclusive finance

    2019-02-05T12:47:00Z

    Integrating the Principles for Investors in Inclusive Finance (PIIF) into the Principles for Responsible Investment (PRI)

  • Technical guide

    Implementing the TCFD recommendations for oil and gas methane disclosure: introduction

    2018-10-25T07:30:00Z

    Investors broadly recognize climate change as a material risk and opportunity for their portfolios and expect company disclosure commensurate with that fact.