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Responsible Investment Strategy

 

Greenwashing occurs when an asset manager exaggerates the degree to which ESG impacts the investment decision making process.

Castle Hall's Responsible Investment Strategy due diligence delivers detailed insights across the asset manager's procedures to conduct analysis, select investments and construct portfolios. Is ESG central and integrated, or peripheral and "check the box"?

Does the investment manager have an ESG policy, and is there tangible evidence of active consideration of E, S and G characteristics when building a portfolio? Is ESG research and its impact on individual investment decisions documented? Does the investment manager have sufficient resources – people and systems - to meaningfully integrate ESG factors into portfolio construction?

Sustainable Investing
Adoption
75%

In 2018, 75% of asset managers say their firms have adopted sustainable investing, up 10% from 2016.

Source: Morgan Stanley: Institute for Sustainable Investing and Bloomberg, "Sustainable Signals: Growth and Opportunity in Asset Management" (2019)

Financial Returns
Investing
62%

62% believe it’s possible to maximize financial returns while investing sustainably.

Source: Morgan Stanley: Institute for Sustainable Investing and Bloomberg, "Sustainable Signals: Growth and Opportunity in Asset Management" (2019)

ESG Integration
Integration
28%

28% of private pension plans holistically integrate ESG into their decision-making.

Source: Responsible Investor, "ESG – Do you or Don't You?" (2019)

Corporate Disclosure
Disclosure
76%

76% of the top 50 economies have corporate disclosure requirements.

Source: PRI, "Global Guide to Responsible Investment Regulation" (2016)

Castle Hall’s Responsible Investment Strategy ESGDiligence covers the following areas:

  1. Strategy Overview
  2. RI Policies
  3. RI Resources
  4. Environment and Climate Change –RI Implementation 
  5. Social–RI Implementation 
  6. Governance–RI Implementation
  7. Execution of RI Strategies
  8. Ongoing Monitoring
  9. Performance Attribution and Measurement of RI Outcomes 
  10. Communication and Transparency

White Paper - Responsible Investment Strategy

Click below to download the Responsible Investment Strategy White Paper.

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Learn More About Responsible Investment Strategy

Contact us to learn more about how Castle Hall can help enhance your due diligence program.

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Castle Hall Diligence                                                                  Castle Hall Alternatives International

Montreal

1080 Côte du Beaver Hall, Suite 904
Montreal, QC
Canada, H2Z 1S8
+1-450-465-8880

Halifax

84 Chain Lake Drive, Suite 501
Halifax, NS
Canada, B3S 1A2
+1-902-429-8880

Manila

Ground Floor, Three E-com Center
Mall of Asia Complex
Pasay City, Metro Manila
Philippines 1300

Sydney

Level 36 Governor Phillip Tower
1 Farrer Place Sydney 2000
Australia
+61 (2) 8823 3370

Abu Dhabi

Floor No.15 Al Sarab Tower,
Adgm Square,
Al Maryah Island, Abu Dhabi, UAE
Tel: +971 (2) 694 8510
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