ESG in Manager Selection & Monitoring

08 Jun 2020
3:20 pm
Breakout 5 - Institutional Change Management Track

ESG in Manager Selection & Monitoring

Responsible investors seeking to incorporate ESG factors in their investments often hire external investment managers to implement on their behalf. They need to ensure that the managers have the expertise to implement their ESG policies appropriately. What ESG due diligence should asset owners be conducting on their investment managers, before and after hire? What disclosure & reporting should managers provide to demonstrate how they are following their ESG commitments? What is the role of advisors/consultants? This session will explore these questions and more to identify best practices for selecting and monitoring your external investment managers, for both active and passive ESG mandates.