Progress on the PRI
Verability helps clients with all facets of implementing a responsible investing program based on the Principles on Responsible Investing (PRI). A selection of our services to help clients progress on individual Principles can be found below.
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Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes.
To support the integration of ESG considerations into the investment process Verability provides:
ESG investing policy and formalized guidelines
Scenario analysis of ESG factors including future climate-related risks and opportunities
Methodologies to integrate ESG factors and data into investment decision making
Assessment of external managers’ ESG approaches
Tools to systematically monitor ESG investing by external investment managers
Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices.
Verability provides the following services to aid progress under Principle Two:
Engagement strategies and tools to encourage portfolio companies’ management of ESG issues
Custom proxy voting guidelines on environmental, social and governance topics
Metrics and monitoring process for active ownership practices
Evaluation of external managers active ownership performance
Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest.
We can help firms assess the various methods and venues available for encouraging ESG disclosure from companies:
Recommend investor initiatives aimed at increasing ESG disclosure by portfolio companies
Establish engagement strategies to encourage company or industry participation in and compliance with a number of relevant norms, standards and codes.
Develop a framework to encourage standardized corporate reporting on ESG issues
Principle 4: We will promote acceptance and implementation of the Principles within the investment industry.
Integrate ESG criteria into searches, contracts , incentives, and evaluation processes for service providers
Identify opportunities to encourage peer organizations to consider responsible investing and ESG issues
Assessments of external managers and consultants ESG approach
Principle 5: We will work together to enhance our effectiveness in implementing the Principles.Scheduled
Verabilty can recommend formal and informal collaborative shareholder initiatives as well as industry associations
Principle 6: We will each report on our activities and progress towards implementing the Principles.
Verability can help with and lead on report writing for multi-stakeholder audiences, clients, and reporting to the PRI assessment.