INSTITUTIONAL
INVESTORS
Institutional Investors
Integrating ESG
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Overview of ESG and its connection to financial performance
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Evolving institutional and individual client demand
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Regulatory requirements and emerging regulatory trends in relevant markets
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Benchmarking to local and international competitors with respect to ESG integration, proxy voting, disclosure and engagement
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ESG/Responsible Investment policy and approach
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Asset class specific frameworks for integrating ESG
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Assessing ESG-focused research providers
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Disclosure to clients and reporting under various frameworks (PRI, Stewardship Codes, etc.)
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Overview of TCFD and developing a specific approach to climate-related risk, opportunity and disclosure
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Developing an effective engagement program and disclosure of results
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Developing and updating proxy voting guidelines
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Portfolio manager support and implementation
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Understanding how institutional investor clients and consultants will assess and monitor ESG integration efforts, proxy voting, engagement, etc.
Ongoing education and support
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Regulatory developments and trends
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Emerging best practices by local and global institutional investors
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Current research regarding the connection between ESG and financial performance
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Client reporting and reporting under voluntary frameworks and/or in accordance with regulatory recommendations/requirements
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Portfolio manager training and support