Responsible investing

Responsible investment is rapidly becoming a mainstream concern for the investment industry. Dramatic growth in the number of investors who have adopted the Principles for Responsible Investment (PRI) is only the latest indicator that the  sector is paying serious attention to the integration of environmental, social and governance (ESG) factors on investments and portfolios. Credible responsible investment policies and decision making will protect and enhance portfolio returns, especially over the longer term. 

  • Have you translated your responsible investing policy and commitments into concrete action?
  • Is responsible investment a core component of your risk management approach?
  • After conducting ESG due diligence on an investment or portfolio company, do you keep engaging on the issues and monitor ESG performance?
  • Can you explain how a robust responsible investment policy has added value to your portfolio and are you going to be able to monetise that at exit?

  • Measuring and quantifying the climate risk of existing portfolios: Development of deterministic projections scenarios looking at the potential impact of climate change on KiwiSaver and other superannuation scheme portfolios and funding levels.
  • Forecasting the impact of implementing Responsible Investing into portfolio strategy.
  • Benchmarking responsible investment credentials against peer companies to identify best practice and potential improvements.
  • Formulating policy for responsible investments and active ownership of portfolio companies.
  • Assessing and incorporating ESG (environmental, social and governance) considerations into an investment process.
  • Facilitating the implementation of ESG considerations - developing guidance and templates for portfolio companies to help them comply with industry standards or improve ESG ratings.
  • Develop future portfolio strategy and identify investment targets.

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