A growing number of investors are building ESG criteria into their procurement of money managers. Investors building a sustainable investment strategy need to understand how their managers are incorporating ESG criteria into their investment practices. This can be done in a variety of ways including dialogue with managers, formal reporting process and through the RFP process for new mangers.
Sample Questions, RFPs, and Appraisal Forms for Managers That Address ESG:
-
ESG Investing: A Comprehensive Overview l The CFA Institute
-
Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement | IEN, Sept. 2016
-
Tips for Charitable Organizations to Consider When Hiring Consultants l Reinhart Attorneys at Law, August, 2016
-
Questions to Ask Your Investment Manager | Walden Asset Management, May 2016
-
Wespath Analytical Insights - ESG Integration: Evaluating and Monitoring External Asset Manager Performance | Wespath Investment Management, March 2017
- External Manager ESG Integration Appraisal l Wespath Investment Management
- ESG Integration Appraisal Reporting Form (2015/2016) l Wespath Investment Management
- ESG Questions in New York City RFPs l New York City Employee Retirement System (NYCERS)
- Solicitation of Information for Emerging Managers Fixed Income Investment Management Services for the Defined Benefit Assets of the New York State Common Retirement Fund l Pension Consulting Alliance, Inc. on behalf of the NYS Office of the State Comptroller