PLSA publishes practical case studies to help pension schemes meet climate goals

The Pensions and Lifetime Savings Association (PLSA) has published a series of real-world case studies demonstrating how workplace pension providers are putting their climate policies into action.

Towards a Greener Future: Case Studies from the Pension SectorRead more

GRI raises the global bar for due diligence and human rights reporting

Standards for greater transparency on impacts than ever before

The GRI Standards have today been strengthened so they deliver the highest level of transparency for impacts on the economy, environment and people, with a major update to the very foundation of the Read more

The challenge of measuring and quantifying the impact

Institutional investors are wanting more from their sustainable investments and asset managers. This is one of the results revealed in the Schroders Institutional Investor Study 2021 – spanning 750 institutional investors, collectively responsible for $26.8… Read more

A Legal Framwork for Impact | UNEP FI – PRI – Generation Foundation

As the law on impact investing evolves, so are the related duties of asset owners to pursue impact investing and ensure that external managers reflect their goals.

“Asset owners delegating to investment managers need to satisfy themselves that the activities of… Read more

CFA Institute Diversity, Equity and Inclusion Code (USA and Canada)

“In March 2020, CFA Institute Inclusion & Diversity Steering Committee tasked the Diversity, Equity and Inclusion (DEI) Code Working Group (USA and Canada) with developing a set of principles to drive greater diversity, equity and inclusion within… Read more

Choosing Investment Managers and Monitoring their Progress

Amit Goyal (University of Lausanne and Swiss Finance Institute), Sunil Wahal (Arizona State University) and M. Deniz Yavuz (Purdue University) provided valuable insights in pre-hiring returns, pre-existing personal connections between decision makers (published

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Best Practice in Asset Manager Search & Selection

Asset manager & fund selection is a critical step in implementing any investment program or strategy. The investment policy statement and the investment objectives have important implications for asset manager & fund selection.

The process of hiring

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Integration of ESG factors in RFPs

PRI provides five modules in their Investment Manager Selection Guide which support asset owners in their selection process and the integration of ESG factors:

 

Module 1 describes a process followed by an asset owner to develop a responsible investment policy… Read more

The Steinbrenner Syndrome and the Challenge of Manager Selection

The Financial Analysts Journal publised an article by Michael L. Troutman on the impact of plan sponsors’ focus on past performance in asset manager selection. Cognitive errors lead investors to value strong performance in previous periods and to confuse

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Why asset owners need a good sustainable investment policy and strategy?

By Kristina Touzenis, Managing Partner BST-Impact and Head of the investRFP Expert Group on Sustainability

| ESG Policy & Strategy

What is a good sustainability strategy and why on earth would you need it? One example is that your are based, or operate, or work… Read more