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For all asset classes we ask our managers what key ESG themes they are focussed on and what if any research has been undertaken to understand the impact to the portfolio in line with the themes or research.
We discuss voting and engagement activities and ask for examples.
Provide additional information relevant to your organisation`s monitoring processes of external managers.
When reviewing external managers at the time of appointment or during the Biennial Review, they are rated with an ESG Score. They are then classified as Tier 1/2/3 relating to the priority for a follow up meeting. The follow up items from the manager assessment are also rated as high, medium or low risk. This is monitored and followed up with the manager directly or through the Portfolio Manager. We are looking to improve our manager’s scores over time by suggesting they undertake certain activities/measures where they may score below average.