Institutional Investors

INSTITUTIONAL

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