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

• 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