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You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes
We have incorporated clear ESG focussed questions in our standard DDQ form used to select and monitor all managers, not just the dedicated SRI managers
We reviewed all existiing managers 1) via their Morningstar "globes" overall ESG score 2) queried the managers that scored below average.
We have replaced several external managers that scored below average on ESG scores and had no clear interest in engaging on ESG issues.
Putting together dedicated portfolio approaches for clients that want to follow a Responsible Investment approach
We have created "model Portfolios" covering all asset classes and 3 base currencies (UDS, Euro and GBP) for clients that want a "best in class" SRI portfolio
We have been actively promoting our SRI portfolio strategy to existing as well as new clients. Increasing numbers of existing clints are interested in converting part or all of their portfolio to a dedicated SRI strategy.