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?
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)
62% believe it’s possible to maximize financial returns while investing sustainably.
28% of private pension plans holistically integrate ESG into their decision-making.
Source: Responsible Investor, "ESG – Do you or Don't You?" (2019)
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:
Click below to download the Responsible Investment Strategy White Paper.
Contact us to learn more about how Castle Hall can help enhance your due diligence program.
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