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ESG & Responsible Investing

for Asset Owners

In today’s rapidly changing world, environmental, social and governance (ESG) factors present material risks for businesses.

Asset owners and asset managers have become increasingly aware of these risks—and the opportunities they offer.

Accordingly, the integration of ESG into the portfolio construction process has become a major global trend in asset management. Our experts will help you integrate ESG factors into your investment process to better manage risk and deliver competitive long-term investment performance.

 

Proprietary Services
ACTIVUS ESG Manager
Asset Owners

An effective ESG program aligns the interests of your stakeholders with your investment mandates. Sustainability must be a key goal, but you also want to increase long-term returns and address potential underfunding issues. Our specialists will design an ESG program tailored to your needs—we will:

  • Articulate and document your commitment to responsible investment
  • Incorporate ESG factors within your organizational structure and into your investment process
  • Integrate sustainability factors into the selection process for investment managers and investment consultants
  • Embed sustainability factors into investment mandates
  • Communicate how you interpret specific ESG-related mandates
  • Build your infrastructure and resources for monitoring responsible investment implementation
  • Benchmark your ESG practices to industry peers.

Services include:

ESG Policy Development & Program Implementation

Our streamlined approach helps asset owners formulate and deliver on their responsible investment commitments. We map your ESG program from the development of investment beliefs to the establishment of effective governance processes and ultimately to investment mandates.

ESG Compliance Reviews

We offer reviews to assure senior management and the board that your internal ESG program is operating in line with your stated investment beliefs and responsible investment policies, as well as applicable responsible investing frameworks, standards and/or principles to which your organization is a signatory, including the United Nations Principles for Responsible Investment.

External Manager Compliance Verification

We conduct independent diligence reviews of your external managers to make sure they are adhering to your stated investment beliefs and responsible investment policies. Our team provides assurance to senior management, board directors and trustees that the investments made by your external managers are consistent with their ESG-related disclosures and ongoing responses to your diligence requests. We also provide assurance that those investments are consistent with applicable responsible investing frameworks, standards and/or principles to which your—or their—organization is a signatory, including the United Nations Principles for Responsible Investment.

Investment Consultant ESG Compliance Verification

We conduct independent diligence reviews of your gatekeepers, including investment consultants and asset allocators, to ensure they have properly integrated your organization’s ESG, responsible investment and sustainability mandates into their due diligence processes, including manager selection and monitoring. We also identify potential conflicts of interest that may affect the advice you receive.

Our streamlined approach helps asset owners formulate and deliver on their responsible investment commitments. We map your ESG program from the development of investment beliefs to the establishment of effective governance processes and ultimately to investment mandates.

We offer reviews to assure senior management and the board that your internal ESG program is operating in line with your stated investment beliefs and responsible investment policies, as well as applicable responsible investing frameworks, standards and/or principles to which your organization is a signatory, including the United Nations Principles for Responsible Investment.

We conduct independent diligence reviews of your external managers to make sure they are adhering to your stated investment beliefs and responsible investment policies. Our team provides assurance to senior management, board directors and trustees that the investments made by your external managers are consistent with their ESG-related disclosures and ongoing responses to your diligence requests. We also provide assurance that those investments are consistent with applicable responsible investing frameworks, standards and/or principles to which your—or their—organization is a signatory, including the United Nations Principles for Responsible Investment.

We conduct independent diligence reviews of your gatekeepers, including investment consultants and asset allocators, to ensure they have properly integrated your organization’s ESG, responsible investment and sustainability mandates into their due diligence processes, including manager selection and monitoring. We also identify potential conflicts of interest that may affect the advice you receive.

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