Investor Presentaiton
Integrating ESG into Asset Allocation
KPMG
Integration
Alignment
Impact
- A top-down process:
ESG objectives (financial and non-financial)
Investment Strategy
Investment Policy
Asset Allocation
A high-level strategic plan for achieving investment
objectives (based on understanding of fiduciary duty,
investment convictions, beliefs, principles).
Stakeholder Communication tool; outline of investment
objectives; guidance on investment processes; guidance
on standards for measuring success/performance.
Allocation of investment capital across asset
classes/categories.
Source: Sustainalytics (2019)
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