External FI Investments &
External Equity Investments
The request for proposal (RFP) stage addresses asset managers’ responsible investment policies, which in turn acts as a starting point for the further dialogue. The following areas, among others, are observed: how the asset manager integrates ESG criteria into their analysis and investment decisions, how responsibility is addressed at the corporate meetings, and whether the asset manager has signed PRI or intends to do so.
In addition, in external equity we introduced a new quarterly reporting template last year, which covers ESG and active ownership reporting.
Private Equity Investments
The due diligence questionnaire (DDQ) provided by the manager usually covers their ESG initiatives and resourcing and whether the manager has signed the UN PRI. The due diligence material also includes a document covering the manager's ESG policy.