Turn Responsible Investment Commitments into Measurable Action
In a world of overlapping market, climate, geopolitical and human rights pressures, asset owners face an overwhelming flow of data. The challenge is no longer accessing information, but distilling what is decision useful for long term investment strategy. SHARE’s advisory services provide the focused analysis and strategic guidance to do exactly that.
Over 20 Years of Improving Governance
SHARE’s advisory services help clients achieve ambitious goals for responsible investment. We work with institutional investors to develop a clear vision, framework and strategy for responsible investment, and provide practical support for working with asset managers.
SHARE has worked with asset owner boards and investment committees for over twenty years providing support in improving board oversight and governance of responsible investment policy development and implementation.
“Whether you have $100 million in assets under management or $100 billion; if you are just getting started or are continually wanting to raise the bar, SHARE can give you the support you need to continually improve your responsible investment performance.”
Shannon Rohan, Chief Strategy Officer, SHARE
Types of Services
SHARE can help your fund develop responsible investment beliefs and incorporate these into existing investment policies and practices.
Strengthening Board Oversight and Strategy
We support asset owner staff and boards with responsible investment education, policy development, peer benchmarking and thematic strategies. We help you manage complexity with clarity, purpose and confidence.
Improving Manager Accountability
Evaluating asset managers’ responsible investment practices can be challenging. Our independent analysis and customized manager due diligence tools provide structured and decision useful insights so you can see where practices are strong, where gaps exist, and how to engage managers constructively.
Turning Priorities into Practical Monitoring
Information overload can obscure what matters most. We work with you to translate your responsible investment priorities into monitoring frameworks and dashboards that allow boards and staff to track progress over time, without being buried in unnecessary detail
Ongoing Strategic Support
Our Outsourced Responsible Investment Officer model provides high touch, strategic support to asset owner staff and boards, translating responsible investment priorities into concrete workplans and decisions. It offers a dedicated senior resource to strengthen disciplined oversight of responsible investment across the fund.