The below case study is based on an ESG investment approach monitoring project conducted by a major European bank (hereinafter referred to as Request Issuer or asset owner). Due to regulatory developments and upcoming reporting requirements, the Request Issuer opted for a sophisticated asset class level semi annual screening, reaching out to both, their contracted asset managers, as well as the peer group.

The following document illustrates briefly how a leading asset owner has optimized their manager screening and monitoring process by simplifying the information sourcing and evaluation with digital tools. It does not reveal any investment decision-making or content related details and remains anonymized for process-related data protection reasons.

The descriptive case study was enhanced with additional theoretical options and steps to demonstrate the scope of opportunities for other asset owners interested in optimizing the monitoring implementation process.

AIMS OF THE CASE STUDY

• Demonstrate the approach of a major European bank using investRFP digital technologies to simplify their ESG-focused manager screening and monitoring process 
• provide brief insights on Request Issuer’s monitoring process method, selected and available options
• illustrate the main simplifying factors and further options available as part of a digitized optimization of the monitoring implementation process on the investRFP platform

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