238 Responses to ESG Requests
Asset owners registered on the investRFP.com have free access to 238 detailed responses (plus draft responses) from asset managers to five key ESG requests (as per 30 June 2021):
(1) Diversity and Inclusion Tool, (2) Active Ownership and Voting, (3) Climate-Related Risks and Opportunities in Asset Management, (4) ESG Research and Information Sourcing, (5) ESG and RI Integration in Asset Management
Research and Benchmarking Information for Asset Owners
The responses to these ESG requests are used by asset owners in their research proces and as a basis for ESG Screening Requests on the investRFP.com platform. Asset owners can compare and analyze responses, assign scores, create rankings on the basis of tags and perform benchmarking analysis. Asset owners can also communicate with the asset managers through the integrated message system (anonymously or by name).
Registered asset owners have access to all responses on the platform. Asset managers have access to their own response only.
Over the past 12 months a number of asset owners have used the ESG Screening Request as a tool to establish the ESG status quo of their portfolio and to assess their own “implicit ESG policy and strategy”.
The following asset managers responded to the five Requests listed above and keep them up to date on the investRFP.com platform
The responses are updated in real-time on the platform and on a monthly basis on this page.
(1) Diversity and Inclusion Tool
Alliance Bernstein, BlueBay, Capital Group, Channing Capital, Fisher Investments, GCM Grosvenor, HSBC, Lazard, M&G, PIMCO, RBC Global, William Blair (Draft).
(2) Active Ownership and Voting
Aberdeen Standard, AGF International, AQR, Aquila Capital, AXA IM, BlackRock (Draft), Brandywine Global, Capital Group, Credit Suisse (Draft), East Capital, Eastspring, Eaton Vance, Federated Hermes, Fisher Investments, Franklin Templeton, GAM (Draft), Goldman Sachs, HSBC, Invesco, J.Safra Sarasin, Kempen, M&G (Draft), Manulife, Mirabaud, Ninety One, Nuveen (Draft), Pictet, RBC Global, Schroders, Swisscanto, T.Rowe Price, Triodos, Unigestion, Wellington, WHEB
(3) Climate-Related Risks and Opportunities in Asset Management
Aberdeen Standard, AGF International, AQR, Aquila Capital, AXA IM, Brandywine Global, Capital Group, Credit Suisse (Draft), Eastspring, Eaton Vance, Federated Hermes, Fisher Investments, Franklin Templeton, GAM (Draft), Goldman Sachs, HSBC, Invesco, J.Safra Sarasin, Kempen, Manulife, Metzler, Mirabaud, Ninety One, Nomura, Nuveen (Draft), Pictet, RBC Global, Schroders, Swisscanto, T.Rowe Price, Unigestion, Wellington, WHEB
(4) ESG Research and Information Sourcing
Aberdeen Standard, Aquila Capital, AXA IM, Barings, BKC AM, Brandywine Global, Capital Group, Carmignac, Credit Suisse (Draft), DWS, East Capital, Eastspring, Eaton Vance, Edmond de Rothschild, Fisher Investments, Franklin Templeton, GAM (Draft), HSBC (Draft), J.Safra Sarasin, Janus Henderson, JPMorgan, (Draft), Kempen, Mandarine, Manulife, Ninety One, Nomura, Pictet, Principal, Quoniam, Schroders, Swiss Life, T.Rowe Price, Wellington, William Blair.
(5) ESG and RI Integration in Asset Management
Aberdeen Standard, ABN AMRO Investment Solutions, Absalon Capital, Aegon, AllianceBernstein, American Century, Amundi, AQR, Arete Ethik Invest, Ashmore, Aviva Investors, AXA IM, Baillie Gifford, Barings, Bellevue, Berenberg, BKC AM, BlackRock, BlueBay, BMO, BNP Paribas, BNY Mellon Alcentra, BNY Mellon/Mellon, BNY Mellon/Newton, BNY Mellon/Walter Scott, Brandywine Global, Brown Advisory, Butler, Candriam, Capital Group, Carmignac, Cohen & Steers, Columbia Threadneedle, Comgest, Coronation Fund Managers, CQS, Credit Suisse, Danske Bank, Davy, DegroofPetercam, DNB, DWS, Eastspring, Eaton Vance, Edmond de Rothschild, Enabling Microfinance, Evli Bank, Federated Hermes, Ferox Capital, Fidelity, Fiera Capital, First Private (Draft), Fisch, Fisher Investments, Franklin Templeton, GAM, Goldman Sachs, GQG Partners, Harvest, HSBC, Insight, Invesco, J.Safra Sarasin, Janus Henderson, JPMorgan, Jupiter, Kathrein, KBI, Kempen, KEPLER, La Francaise, Lazard, LBBW, Legal & General, LFDE, Liontrust, Lombard Odier, Lord Abbett, Lyxor, M&G (Draft), MacKay Schields, Macquarie, MainFirst, Man Group, Mandarine, Manulife, MEAG, Metzler, MFS, Mirabaud, Mirae, Mondriam, Morgan Stanley, Muzinich, Neuberger Berman, NNIP, Nomura, Oaktree, OFI, Partners Group, Pictet, PineBridge, Principal, Putnam, Quoniam, RBC Global, Record Currency, Robeco, Rockefeller Capital, Russell, Schroders, SCOR, SEB, Security, State Street, Stone Harbour, Swiss Life, Sycomore, Systematica, T.Rowe Price, Tareno, Triodos, TT International, UBS, Unigestion, Union Investment, Western Asset, William Blair