Supporting diverse approaches
As an asset owner you may want to influence your fund managers service providers, to integrate ESG issues into investment models or to review your investments for areas of specific investment and reputational risk. Each approach offers different benefits and needs different research support services.
Meeting your particular objectives
Asset owners are facing increased stakeholder expectations regarding the integration of ESG factors into the investment approach. Different asset owners will be responding to different sets of pressures, depending on the nature of their beneficiaries.
Member loyalty and multiple strategies
While screened portfolios will be useful to some asset owners, increasingly CAER clients are using our analysis to incorporate ESG factors into their fund manager selection and monitoring processes.
CAER's role
CAER's research has developed alongside and driven developments in the responsible investment space in Australia and New Zealand, as well as internationally. Some of the corporate responsibility criteria are particularly suited to screened portfolios. Others (for example like the Convention Watch service CAER can offer) fit particularly well with detailed engagement on an issue already in the media. Over the last ten years, most of the new areas of research launched start with a risk assessment and then look at how companies are managing that risk through their policies, systems and reporting.
CAER can also offer toolkits to help investors tackle Climate Change and implement the Principles of Responsible Investment (PRI) .Taken together with CAER's responsible investment service and use of the EPM software, along with the experience of our CAER team and that of CAER's international global partner alliance, we believe CAER is in a strong position to support each client in finding the best combination of strategies to meet their responsible investment needs.
