Engaging Asset Managers to Responsibly Steward Funds and Assets, and the Systems that Support Them
The ability of asset owners to meet their long-term financial goals is severely challenged by risks such as climate change, persistent income inequality, and the inequitable delivery of healthcare that threaten our planet and its people. Because they impact all economic participants and demonstrate the interdependence of all players, these risks are considered systemic. They transcend the traditional view of investment risk as something to be assessed solely on a company-by-company basis because they impact the entire portfolio.
To meet such systemic challenges, institutional investors can reorient their investment managers towards a stewardship model that considers these systemic concerns, and adopts a more holistic portfolio perspective.
Our new guide helps asset owners to do so by providing:
- A compendium of key system stewardship concepts
- Questions for asset owners to use in engaging their external managers about system stewardship
- Sample case studies
- Resources and FAQs