Internal and External Communications
Provide ESG information on your organization’s website
LPs can better communicate with and educate stakeholders and beneficiaries by including ESG information and accomplishments on their organization's web site.
- Go to Total Fund Governance and Sustainability Strategic PlanTotal Fund Governance and Sustainability Strategic PlanCalPERS has published their Total Fund Governance and Sustainability Strategic Plan, which defines and details sequencing for various ESG related initiatives, accomplishments, and KPIs.
- Go to Zurich - Investing ResponsiblyZurich - Investing ResponsiblyZurich Insurance Group provides information and quantitative data on its ESG program via a sustainability section on its web site.
- Go to AP2 - SustainabilityAP2 - SustainabilityAP2 details its ESG program on the “Sustainability and Corporate Governance” page of its web site.
- Go to Environmental, Social & Governance at BCIEnvironmental, Social & Governance at BCIBritish Columbia Investment Management (BCI) describes their organization’s ESG program and accomplishments within the Responsible Investing section of their web site.
- Go to UTAM - Commitment to Responsible InvestingUTAM - Commitment to Responsible InvestingThe University of Toronto Asset Management Corporation (UTAM) explains their Responsible Investing approach and how they integrate ESG factors into the investment process.
Incorporate ESG into your annual report, or publish a separate, ESG-focused report
LPs could publish reports highlighting ESG accomplishments/movements. LPs could also highlight specific examples from within the portfolio that show how ESG related activities improved an investment’s performance. This could proactively communicate ESG movements to key stakeholders.
- Go to AP2's Annual Report and Sustainability Report 2018AP2's Annual Report and Sustainability Report 2018AP2’s Annual Report and Sustainability Report demonstrates how an ESG-specific report can be published as part of an organization’s annual report.
- Go to CPPIB's 2019 Annual ReportCPPIB's 2019 Annual ReportCanada Pension Plan Investment Board (CPPIB) also incorporates ESG considerations into their annual reports.
- Go to Coller Capital's ESG Report 2019Coller Capital's ESG Report 2019Coller Capital publishes an annual ESG-focused report as both an LP and GP investing in the secondaries market.
- Go to UTAM's 2019-2020 Responsible Investing ReportUTAM's 2019-2020 Responsible Investing ReportUniversity of Toronto Asset Management Corporation publishes a responsible investing report containing guiding principles on investing responsibly.
- Go to Wespath's 2017-2018 Sustainable Investment ReportWespath's 2017-2018 Sustainable Investment ReportWespath Investment Management publishes an annual sustainability and investment report.
Develop policies to respond to headline risk events
LPs can prepare for headline risk events by developing policies to respond to them. By having policies ready in-advance, LPs can be in a position to mitigate the effects of headline events when they arise.
- Go to ILPA's LP Communications: Addressing Headline Risk EventsILPA's LP Communications: Addressing Headline Risk EventsILPA provides guidance and considerations seeking to outline the communications options available to LPs to prepare for and respond to negative external events to which the LP has a connection.
Create a policy for managing relationships with stakeholders
Public-facing LPs may be asked for more information regarding their ESG considerations by third party stakeholders or activist groups. To effectively respond to these situations, LPs can develop internal policies to engage with these stakeholders in a proactive and responsible manner.
- Go to Addressing Investor Responsibility at TuftsAddressing Investor Responsibility at TuftsTufts University has developed a policy outlining its process for studying stakeholder concerns around the potential social impact of its investing activities.
