All Technical guide articles – Page 5
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Technical guidePractical 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 guideAssessing 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 guidePortfolio 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 guideGaining 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 guideAsset 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 guideThe 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 guideAn 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 guideAsset 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.
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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 guideA 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.
