This paper supports asset owners in assessing the climate policy engagement
approaches of one of their most important strategic partners: their asset managers.
This paper provides key principles to evaluate and engage asset managers on both their
in-house climate policy engagement and on their portfolio stewardship activities regarding investees’ climate policy engagement.
This paper supports asset owners in assessing the climate policy engagement
approaches of one of their most important strategic partners: their asset managers.
This paper provides key principles to evaluate and engage asset managers on both their
in-house climate policy engagement and on their portfolio stewardship activities regarding investees’ climate policy engagement. The Alliance believes it is important that asset
owners integrate these principles into their asset manager selection, appointment, and
monitoring (SAM) processes as a regular course of due diligence.
“Climate policy engagement” is defined as encompassing: business/corporate activities (including advertising, social media, public relations, and sponsorship of research),
contact with regulators/elected officials, and political spending that supports, influences
or informs climate-relevant policy or regulation. This definition is in line with the key principles of policy engagement outlined in the UN Global Compact’s Guide for Responsible
Corporate Engagement in Climate Policy. This paper focuses on three ways that asset managers can influence public policy
related to climate.
