Responsible Investment

Dedicated Responsible Investment approaches within ILS are in their infancy and often do not fit neatly into regulatory of industry-based frameworks. This toolbox memo explores the practical implementation of RI Insurance Linked Strategies.

Responsible Investment in systematic strategies have many nuances compared to strategies based on more fundamental research. In this toolbox memo, we take a look at the practical implementation of RI in systematic strategies.

Equity-based strategies are diverse, investments can be in both public and private equities, make use of long and short positions, and may include derivative positions. This toolbox memo looks at the practical implementation of Responsible Investment in equity long/short strategies.

Credit is a broad asset class. Issuers may be corporate, private, or sovereign; and debt may be traded publicly, directly, or accessed via syndicated or structured products. This toolbox memo takes a look at the practical implementation of Responsible Investment in Credit Strategies.

Macro strategies typically take a view on economic and political outlooks, including macroeconomic principles using country-related instruments, such as sovereign bonds, currencies, or interest rates. This toolbox memo discusses the practical implementation of Responsible Investment in Macro Strategies.

There are growing expectations for asset managers to develop and disclose approaches to Responsible Investment. In this toolbox memo, we walk through the thought process on how to determine an approach, recommend policy disclosures and provide discussion points between allocators and asset managers.

Our review of global responsible investment regulations has been updated to include developments in 2021.

负责任投资全球监管预期回顾(2021年更新)

Exploration of the regulatory approaches to responsible investment in Asia, Europe, and North America.