All Technical guide articles – Page 6
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Technical guideResponsible 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 guideIncorporating responsible investment requirements into private equity fund terms
How to identify options for incorporating responsible investment considerations into fund terms when committing to a private equity fund.
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Technical guide
The role of ESG provisions in private equity fund terms
Guidance for LPs and GPs on the role of ESG provisions in private equity fund terms.
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Technical guide
Placement of ESG provisions in private equity fund terms
Guidance for LPs and GPs on the placement of ESG provisions in private equity fund terms.
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Technical guide
Options for ESG provisions in private equity fund terms
Guidance for LPs and GPs on the options for ESG provisions in private equity fund terms.
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Technical guide
Writing, implementing and monitoring an integrated investment policy
An investment policy guides an organisation on investment decisions, asset allocation, ESG incorporation, how asset managers are selected and appointed, how active ownership is carried out, and how an organisation reports on its activities.
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Technical guideGetting started on an integrated investment policy
Investment policy is instrumental to achieving an organisation’s vision and mission.
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Technical guideInvestment policy: process and practice
By formalising an investment process in a policy, asset owners differentiate emotions from facts when making investment decisions, keeping a relentless focus on performing in line with their investment strategy in an evidence-based manner.
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Technical guidePolitique d'investissement: processus & pratiques - guide à l'usage des investisseurs institutionnels
Les PRI estiment que le rôle des investisseurs institutionnels est essentiel pour favoriser l’intégration des stratégies d’Investissement Responsable dans l’investissement mainstream.
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Technical guideA guide on climate change for private equity investors
Questions that LPs can ask their GPs, and that GPs can ask current or potential portfolio companies, to assess climate change impacts on private equity investments.
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Technical guideHow asset owners can drive responsible investment: beliefs, strategies and mandates
By implementing their commitments to responsible investment with sufficient scale and depth, asset owners can accelerate the development of responsible investment through the investment chain.
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Technical guideSeven steps for asset owners to implement responsible investment
Steps to ensure that asset owners have the systems, policies, processes and accountabilities they need to ensure that their investment beliefs and commitments are reflected in their strategies, governance processes and contractual relationships with managers.
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Technical guide
Sample investment mandate clauses
Sample responsible investment clauses for asset owners to use in investment mandates
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Technical guide
Investment beliefs: Examples from practice
Investment beliefs set the direction for investment policy, investment practice and organisational culture.
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Technical guideAsset owner influence in the investment chain
As providers of capital, asset owners sit squarely at the top of the investment chain.
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Technical guide
Addressing barriers to asset owner action
As providers of capital, asset owners sit squarely at the top of the investment chain.
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Technical guideSustainable real estate investment: Implementing the Paris climate agreement
Identify key drivers and overcome the most common barriers to action for integrating ESG and climate change risks into real estate investments.
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Technical guide
Developing a climate change strategy step three: review
Asset owners can put processes in place to assess how effective they are in implementing their chosen strategies.
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Technical guide
Portfolio climate change strategy three: avoid
Where an asset owner is exposed to companies dependent on fossil fuel reserves (conventional and unconventional oil, gas and coal), reallocation is a way to reduce this exposure, bearing in mind that fossil fuels are a key component of the world economy and that sectors such as electric utilities may ...
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Technical guideDeveloping an asset owner climate change strategy
There is a growing imperative for asset owners to align their investment portfolios with a low-carbon economy.
