Environmental, Social, Governance (“ESG”) investing is a rapidly growing area of focus for investors. Investors are especially wary of “greenwashing”, when an asset manager exaggerates the extent of ESG integration in their investment strategy.
Manager supplied ESG data is a great start, but self-reported, unverified information should clearly be subject to due diligence. Does the asset manager actually do what they say they do? Are investment manager policies comprehensive - or is the manager's ESG policy simply a "tick the box" statement? Is the investment firm leading - or lagging - its peer group in terms of ESG behaviours?
Leveraging our decade plus experience of operational due diligence, Castle Hall's ESG due diligence services offer investors new insights into their external managers.
Due Diligence to assess the ESG characteristics of asset management companies.
Within their own businesses, do your asset managers display environmental, social and governance best practices? Do your managers - vendors in your "supply chain" - run their businesses aligned with your own culture and organizational priorities around E, S and G?
Castle Hall offers a weekly ESG newsletter, regular blog posts, and white papers, webinars and reference materials within ESG Diligence University.
Browse through our website to access content on ESG issues facing the investment industry today - and tomorrow.