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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, "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, "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 ESG Diligence 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

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Learn More About Responsible Investment Strategy

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