Toolkits and Templates

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: