Читать книгу ESG Investing For Dummies - Brendan Bradley - Страница 58

In today’s environment, it would seem a best practice to report on your ESG activities to both beneficiaries and more publicly (if only on an aggregated basis across various clients). However, the guidelines outlined earlier should clarify how, when, and to whom reporting will be made, as well as the associated level of publicity. There should certainly be clarity around expectation in terms of reporting from portfolio managers, external engagement, and proxy voting. Finally, review processes should be put in place to ensure that objectives are being met and that analysis of the Key Performance Indicators is undertaken to measure whether ESG expectation outcomes are being met.