Asset Managememt

Guidance on how an investor can develop a responsible investment policy.

Use this resource to:

• Governance: Develop investment policies and incorporate sustainability considerations into the investment process.

The Investment Classification is a framework for investors to classify the types of impact occuring in their portfolios. It uses “impact classes” to classify an investment – or portfolio of investments – based on the impact of underlying assets (A, B or C) and the investor’s own contribution.

Use this resource for the following Actions of Impact Management:

• Implement: Connect high-level intentions – which are what most enterprises and investors start with – to the more granular dimensions of impact and data categories, as a way to help to measure and manage impact.

Tool to report on responsible investment activities annually.

This resource calls upon organisations to:

• Communicate: Report on firm-wide and portfolio or strategy-specific investment practices.

The Principles for Responsible Investment (PRI) are a voluntary and aspirational set of investment principles that offer a selection of possible actions for investors to incorporate sustainability topics into their investment practices.

Use this resource for the following Actions of Impact Management:

• Strategy: Commit to considering environmental, social and governance (ESG) risks and opportunities in investment decisions, and to working with other industry participants to do the same.
• Governance: Adopt active ownership, and integrate sustainability topics into policies and governance practices.

The “Investing with SDG Outcomes: A Five-part Framework” provides a high-level framework for investors to shape real-world outcomes in line with the Sustainable Development Goals (SDGs).

This is a cross-cutting resource, meaning that it supports the internal impact management process as a whole, rather than one or a few of the Actions of Impact Management.