Institutional Investors

Integrating ESG

  • Overview of ESG and its connection to financial performance

  • Evolving institutional and individual client demand

  • Regulatory requirements and emerging regulatory trends in relevant markets

  • Benchmarking to local and international competitors with respect to ESG integration, proxy voting, disclosure and engagement

  • ESG/Responsible Investment policy and approach

  • Asset class specific frameworks for integrating ESG

  • Assessing ESG-focused research providers

  • Disclosure to clients and reporting under various frameworks (PRI, Stewardship Codes, etc.)

  • Overview of TCFD and developing a specific approach to climate-related risk, opportunity and disclosure

  • Developing an effective engagement program and disclosure of results

  • Developing and updating proxy voting guidelines

  • Portfolio manager support and implementation

  • Understanding how institutional investor clients and consultants will assess and monitor ESG integration efforts, proxy voting, engagement, etc.


Ongoing education and support

  • Regulatory developments and trends

  • Emerging best practices by local and global institutional investors

  • Current research regarding the connection between ESG and financial performance

  • Client reporting and reporting under voluntary frameworks and/or in accordance with regulatory recommendations/requirements

  • Portfolio manager training and support