Responsible Investment Implementation

Practical ESG Integration Across Multi-Asset Portfolios

Responsible investment requires moving beyond policy statements to practical implementation that works across different asset classes, governance structures, and stakeholder requirements.

Framework Development

Led development of values-based Responsible Investment Policy for King Edward VI Foundation's £160 million endowment. The framework translates organizational values into investible principles, mapped to practical implementation across financial assets and direct property.

Multi-Level Implementation

Designed framework to operate across multiple governance layers - from Investment Committee through delegated advisers, fund managers, and pooled funds. Created approach usable by both lay governors and investment professionals while maintaining consistency and accountability.

Practical Considerations

Focus on implementation challenges that often undermine ESG integration:

Manager selection and monitoring in pooled fund structures
Performance measurement and benchmark construction
Stakeholder communication across different levels of sophistication
Integration with existing investment processes and systems

Scalable Solutions

The framework is designed to be proportionate, scalable, and suitable for rollout across other exposures including pensions, capital reserves, and affiliated charities. This practical approach reflects real-world constraints facing institutional investors.