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You are in Indirect – Manager Selection, Appointment and Monitoring » Selection
We also require reporting on SDG alignment and performance
Again, we go beyond ESG so look for SDG alignment and performance
We have our own DD template we used with all fund and bond managers to assess investment AND impact process, methodology, values of the house, etc. Everyone approved fund manager has been through this DD.
We only work with active managers using thematic screens who are also able to report against the UN SDGs as such we don't need to set performance targets for them as these are often embedded into their processes.
We also look for where other parts of the 'house' may be working against the fund manager (investment conflicts within the investment house - quite common in large houses where ESG is a fraction of the total AUM)
Changes in core business model and / or product