Tasplan's asset consultant, Mercer has a well-established and formalised process for reviewing the ESG credentials of investment managers in terms of how they consider ESG factors as part of their investment decision making process. We look for evidence of market leading capability with respect to identifying and integrating ESG factors into active fund positions as a source of value add. We look for an integrated approach to incorporating ESG factors into buy/sell decisions, as evidenced by the skill of team members, data sourcing and the inclusion of ESG factors in the
identification of attractive investment opportunities.
At a business level, we assess the extent to which the business leaders understand the importance of ESG/RI and active ownership and the extent to which they have committed to integrating this across the firm.