Investment Mandates, Portfolio Analytics, and Client Reporting

What are some common features of ESG investing that asset owners and intermediaries seek to identify through request for proposal (RFP) and selection processes?

According to the ICGN Model Contract Terms between Asset Owners and Managers, what are some areas addressed for ESG-aware investment mandates?

What is a key aspect highlighted in the International Corporate Governance Network’s (ICGN) model contract terms for ESG-aware investment mandates?

What is one of the ways in which portfolios with private or unlisted security exposure may choose to report their performance?

What does the ICGN Model Contract Terms propose for ESG-aware investment mandates in terms of voting and reporting requirements?

What are some common features sought by asset owners and intermediaries in ESG investing according to the text?

What can help guide the overall approach towards ESG investment?

What should trustees consider when dealing with passive/index tracking mandates in relation to ESG factors?

What is a consideration for active equity mandates in terms of ESG factors?

What is the next challenge after clarifying the client's investment beliefs?

What is a challenge traditionally faced in active equity mandates regarding ESG factors?

What does aligning timeframes through fees and pay structures help with?

What is typically done to ensure that the mandate is fully operational?

In the context of active fixed income mandates, what should managers consider regarding ESG risks?

What should asset owners ensure when aligning mandates with their beliefs and strategies?

What is a possible route for integrating ESG factors in passive/index tracking mandates related to tactical asset allocation?

What is a consideration for trustees regarding active equity mandates and the influence on companies' behavior?

What should be ensured by investment managers to reflect client-relevant ESG-aware investment mandates?

What do engagers typically focus on to reflect changes made by companies during the engagement process?

Which factor influences the type of ESG investing strategies that different client types (institutional, retail, private) will find attractive?

What do clients assess and challenge as part of the engagement process, in addition to having direct dialogue with the engagement team?

How long is the typical duration of an engagement process in which progress toward concrete change or better practice is measured?

What is one of the primary drivers influencing ESG investing for different groups of investors, according to Exhibit 5?

What does Exhibit 5 provide insights into regarding different types of clients and their approach to ESG investing?

What should managers consider during the acquisition and development of real estate assets?

How can managers address potential issues and drive change in real estate?

What should trustees consider when focusing on private debt mandates?

What is a crucial aspect of assessing companies targeted in private equity strategies?

Why should managers have ongoing dialogue with borrowers in private equity investments?

How can trustees contribute to a sustainable future in infrastructure investments?

What approach does RBC Global Asset Management take when it comes to incorporating ESG factors into their investment decisions?

In what way does 8 Generation Investment Management construct portfolios of sustainable companies?

Why does RBC Global Asset Management believe ESG factors should be integrated into company assessments rather than used as a pre-screen or overlay?

What does 8 Generation Investment Management's differentiated thinking about company performance dynamics lead them to focus on?

Why do leading fund management firms consider ESG factors as non-traditional sources of risk and opportunity?

How do leading fund management firms view the relevance of ESG issues across different industries?