All Technical guide articles – Page 8
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Technical guide
Embedding responsible investment into the fixed income investment process
There are a number of fundamental building blocks, regardless of asset class, that all investors should consider when setting their organisation up to implement responsible investment.
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Technical guide
Sustainability metrics: translation and impact on property investment and management
Sustainability has rapidly risen on the business and investment agendas of property (real estate) organisations in recent times.
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Technical guide
Integrating ESG factors within a GP's organisation
How to integrate ESG factors within the organisation and governance structure.
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Technical guide
Integrating ESG factors into the investment process
Actions a GP can take to develop frameworks for integrating ESG factors into their investment cycle.
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Technical guide
Integrating ESG factors into the investment process: ownership
Actions a GP can take to integrate ESG factors into the investment decision and investment agreement
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Technical guide
A GP's guide to integrating ESG factors in private equity
Private equity is particularly suited to responsible investment through its long-term investment horizon and stewardship-based style.
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Technical guide
Integrating ESG factors into the investment process: due diligence
Actions a GP can take to integrate ESG factors into due diligence
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Technical guide
Integrating ESG factors into the investment process: investment decision and agreement
Actions a GP can take to integrate ESG factors into the investment decision and investment agreement
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Technical guide
Commercial real estate: unlocking the energy efficiency retrofit investment opportunity
Report by the UNEP FI Property Working Group
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Technical guide
Corporate bonds: spotlight on ESG risks
In light of the 2008 financial crisis, which led to a loss of confidence in the underlying structure and operation of international financial markets, this publication is intended for corporate bondholders to explore ESG issues and determine whether they are material to creditworthiness and investment performance.
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Technical guide
Understanding the impact of your investments
How investors are measuring the impact of their E&S-themed investments
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Technical guide
Sovereign bonds: spotlight on ESG risks
Drawing on information disclosed through the PRI’s reporting data and interviews to its signatories this document represents one of the first attempts to show how ESG factors can be material to the creditworthiness and investment performance of sovereign bonds (2013).
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Technical guide
Incorporating ESG factors into manager selection
Asset owners should decide which requirements/questions should be included in RFPs and what information should be requested in questionnaires and during meetings with candidate managers.
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Technical guide
Incorporating ESG factors into manager monitoring
Asset owners may develop an evaluation framework to assess the extent to which their appointed manager is fulfilling their ESG-related expectations.
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Technical guide
Incorporating ESG factors into manager appointment
After a manager is selected, an asset owner may negotiate and agree on a number of ESG-related terms and conditions.
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Technical guide
Aligning expectations: Guidance for asset owners on incorporating ESG factors into manager selection, appointment and monitoring
ESG factors are an important dimension of investment expectations and should be considered a part of an asset owner’s overall expectations for their fund’s financial performance.
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Technical guide
Integrated analysis: how investors are addressing ESG factors in fundamental equity valuation
Integrated analysis: How investors are addressing ESG factors in fundamental equity valuation focuses on fundamental equity analysis and the contribution that analysis of ESG factors can make towards an accurate valuation of a listed company.
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Technical guide
Pre-investment stage guidance for limited partners
Before investing in a fund, an LP should assess the degree to which a GP has the policies, systems and resources needed to integrate ESG considerations into its investment decisions and ownership activities.
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Technical guide
Post-investment stage guidance for limited partners
Post-investment, an LP should focus on monitoring how a GP integrates ESG issues into its investment decisions and ownership activities, and engaging with a GP on specific areas for improvement or concern.
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Technical guide
A limited partner's guide to responsible investment in private equity
While ownership structures and governance differ between public and private equity, any institutional investor that has integrated ESG into its public equities has the skills to do so in private equity as well.