All Technical guide articles – Page 5
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Technical guide
Crafting an investment strategy (Step 4: Strategy formulation and selection)
Step 4: Strategy formulation and selection builds specificity and substance to the investment principles created in step 3.
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Technical guide
Crafting an investment strategy (Step 3: Investment principles)
Investment principles should be a set of clear, impactful statements that will help select your investment strategy, inform your asset allocation and align all investment decisions.
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Technical guide
Crafting an investment strategy (Step 2: Vision and mission)
The organisation can begin to determine or realign its vision of how the world will develop, and define or reassert its mission.
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Technical guide
Crafting an investment strategy (Step 1: Context)
A solid assessment of the external and internal context in which the strategy will be developed is needed to provide a strong, common point-of-departure for the process.
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Technical guide
Transparency: A key component of active ownership
Transparency is a key component of active ownership and it forms part of many stewardship codes and principles (i.e. Principle 6, the ICGN Global Stewardship Principles, the OECD Responsible Business Conduct for Institutional Investor and several national stewardship codes).
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Technical guide
Assessing external managers and service providers in listed equity investing
When investors decide to partially or fully outsource their active ownership activities to investment managers or specialised service providers, defining criteria to select, appoint and monitor third parties is crucial.
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Technical guide
Engagement and voting practices in listed equity
The first step to identify targets for engagement is setting up regular monitoring of investee companies on ESG issues which represent value at risk or potential opportunities for long-term financial performance and impact on the real economy.
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Technical guideDeveloping an active ownership policy
The first phase of active ownership involves reviewing the investor’s overall investment strategy, including the vision, mission and investment principles of the organisation.
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Technical guide
Introduction to active ownership in listed equity
Active ownership is one of the fastest-growing responsible investment strategies in listed equity globally.
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Technical guide
A practical guide to active ownership in listed equity
This report outlines concrete steps to make active ownership an effective tool to support long-term value creation in listed equity investing.
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Technical guide
Primer on responsible investment in infrastructure
This article series clarifies key concepts of responsible investment in private infrastructure equity and debt, and how the six Principles for Responsible Investment apply to infrastructure.
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Technical guide
Responsible investment strategies in infrastructure
Responsible investment strategies include:
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Technical guide
Key challenges for infrastructure investors
Responsible investment in infrastructure is still maturing.
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Technical guide
Applying the six Principles to infrastructure investing
There is no one-size-fits-all approach to responsible investment.
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Technical guide
Responsible investment in infrastructure: looking ahead
Infrastructure assets are often heavily regulated, operate with a government counterparty or are subject to public scrutiny.
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Technical guide
Applying Principle 6 to infrastructure investing
Principle 6 states, ‘We will each report on our activities and progress towards implementing the Principles’
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Technical guide
Applying Principle 5 to infrastructure investing
Principle 5 states, ‘We will work together to enhance our effectiveness in implementing the Principles’
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Technical guide
Applying Principle 4 to infrastructure investing
Principle 4 states, ’We will promote acceptance and implementation of the Principles within the investment industry
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Technical guide
Applying Principle 3 to infrastructure investing
Principle 3 states, ’We will seek appropriate disclosure on ESG issues by the entities in which we invest’
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Technical guide
Applying Principle 2 to infrastructure investing
Principle 2 states, ’We will be active owners and incorporate ESG issues into our ownership policies and practices’
