Institutional Investors

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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