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Important Links
Below we provide a sample of responsible investment belief statements, policies, responsible contrator policites, proxy voting guidelines fund governance and investment implementation guidance, and responsible investment frameworks for readers' reference. Note that these policies and frameworks vary greatly in scope and enforcement; however, they are intended to give trustees and interested parties an idea of how to incorporate responsible investment goals in the management and investment of pension fund assets.
Responsible Investment Beliefs Statements
New Zealand Superannuation Fund
RI Policy - ESG Policy - Responsible IPS
Hawaii ERS Investment Policy
Responsible Contractor Policies
Proxy Voting Guidelines
Glass, Lewis & Co., LLC
Fund Governance & Responsible Investment Implementation Guidance
Climate Related Investing Across Asset Classes
How to Contruct an IPS
The Investment Policy Statement as a Logical Framework (Version: 2-28-2014) Jack Lavin Aegean Investment and Pension Consulting
How to Develop an Investment Beliefs Statement
How to Establish Strong Fund Governance Structures
Claire woods & Roger Urwin. Putting Sustainable Investing into Practice: A Governance Framework for Pension Funds (2010) OECD, Pension Fund Governance: Challenges and Potential Solutions (2009) Gordon L. Clark and Roger Urwin, Best Practice Investment Management (2007)
Implementation Support Across Asset Classes
Responsible Investments Across Asset Classes
Sample ESG-related Questions for RFPs
Appendix C, 21st Century Investors
Sample Human-Capital Management related questions to ask of companies
Responsible Investment Frameworks
CalPERS Sustainability Investment Framework
CERES Principles
CERES Roadmap to Sustainability
G20/OECD High-level Principles of Long-term Investment Financing by Institutional Investors