Chapter 13
Devising an ESG Policy
IN THIS CHAPTER
Creating a plan to develop a policy
Participating in a peer review
Reviewing your core investment principles
Getting familiar with ESG-specific standards
Checking out reporting requirements
Starting ESG engagement
Asset owners are the economic owners of assets and include pension plans, insurance companies, official institutions, banks, foundations, endowments, family offices, and individual investors, each of which has different investment objectives and constraints. Asset owners can invest in an asset either by purchasing that asset directly or by hiring an asset manager to invest on their behalf. When an asset owner utilizes the investment management services of an asset manager, such investments can be structured as separate accounts or commingled investment vehicles (for example, mutual funds).
Asset owners make critical decisions ...
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