All Technical guide articles – Page 4
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Technical guideESG monitoring, reporting and dialogue in private equity
An exchange of information, underpinned by dialogue, will keep LPs informed about the ESG characteristics of their private equity investments and the responsible investment practices of their investment managers.
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Technical guide
Low-carbon investing and low-carbon indices
For off-the-shelf fund solutions, investing against lowcarbon indices is a potentially lower-cost option than actively managed strategies.
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Technical guide
Low-carbon investing and listed equity funds
While the public markets comprise a smaller portion of the clean energy investment universe compared to asset finance and unlisted assets (including infrastructure, private equity and venture capital), activity in the acquisitions market has steadily grown over recent decades, reflecting the larger size of the renewable energy sector (see below).
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Technical guide
Phasing out investments in thermal coal
While many investors may consider phasing out thermal coal alongside reductions to other fossil fuel assets (such as oil sands, crude oil, natural gas and metallurgical coal), this section focuses on thermal coal assets as a starting point due to their high CO2 content (and potential for carbon reduction), the ...
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Technical guide
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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Technical guide
Low-carbon, climate-aligned investment opportunities
The shift towards renewable energy is building, recording its highest growth rate of any energy source recorded in 2017.
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Technical guide
Low-carbon investing and green and climate-aligned bonds
Climate (or climate-aligned) bonds refer to labelled and unlabelled bonds for which proceeds are intended to finance projects and activities that contribute to a low-carbon and climate-resilient economy. Green bonds refers to explicitly labelled bonds for which the proceeds will be exclusively used to finance, or re-finance (in part or ...
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Technical guide
Low-carbon investing and unlisted strategies and assets
Investments in clean energy across unlisted asset classes (such as property, private equity, infrastructure, agriculture and timberland) and projects (such as renewable energy and energy efficiency projects) is clearly growing (see below).
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Technical guide
How to invest in the low-carbon economy
Institutional investors’ responsibility to manage and protect their beneficiaries’ assets must include considering the impacts of climate change.
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Technical guide
An asset owner’s guide to the TCFD recommendations
Asset owners will need high-quality and timely data on climate-related risks to help guide them through the energy transition.
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Technical guide
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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Technical guide
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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Technical guide
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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Technical guide
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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Technical guide
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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Technical guide
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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Technical guide
The investment strategy process
The process is as much an art as a science and it is important to take ownership of making it work for your particular organisation.
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Technical guide
An evolving industry: Future-proofing the investment strategy
There are a number ways in which the investment industry is evolving, and is likely to evolve in the coming years.
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Technical guide
Asset owner strategy guide: how to craft an investment strategy
Crafting an investment strategy is the first step within an asset owner’s overall investment process.
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Technical guide
Crafting an investment strategy (Step 5: Implementation)
It is essential to hold implementation elements in mind during the investment strategy process.
