File #: TMP-27960    Version: 1 Name:
Type: Discussion Item Status: Received
File created: 10/7/2021 In control: Investment Board
On agenda: 10/13/2021 Final action: 10/13/2021
Title: ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) INTEGRATION IN THE INVESTMENT DECISION MAKING PROCESS Thierry Rayaisse, Portfolio Manager provided a presentation outlining the Chartered Financial Analyst (CFA) Institute guidance for Environmental, Social and Governance (ESG) Integration in the investment decision making process. Mr. Rayaisse discussed slides concerning the following topics: * An overview on what ESG Integration does not mean; * An executive summary to assist investors with integrating ESG into the investment decision making process; * The ESG Integration framework; * The components associated to research, security and portfolio analysis and investment decision; and * The next steps for the Investment Policy Statement and Investment Plan. Members of the Investment Board asked a number of questions and received responses from City staff.
Attachments: 1. ESG Presentation

Title

ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) INTEGRATION IN THE INVESTMENT DECISION MAKING PROCESS

 

Thierry Rayaisse, Portfolio Manager provided a presentation outlining the Chartered Financial Analyst (CFA) Institute guidance for Environmental, Social and Governance (ESG) Integration in the investment decision making process.

 

Mr. Rayaisse discussed slides concerning the following topics:

 

                     An overview on what ESG Integration does not mean;

                     An executive summary to assist investors with integrating ESG into the investment decision making process;

                     The ESG Integration framework;

                     The components associated to research, security and portfolio analysis and investment decision; and

                     The next steps for the Investment Policy Statement and Investment Plan.

 

Members of the Investment Board asked a number of questions and received responses from City staff.