PMI Crest
ESG and Sustainability in Asset Manager & Fund Selection

ESG and Sustainability in Asset Manager & Fund Selection

13 September 2022 | 10:00 - 11:00

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ESG and Sustainability in Asset Manager & Fund Selection


The process of searching for an asset manager, fund or strategy represents a challenge for investment teams, trustees and consultants. Based on asset allocation decisions the investment team faces the task of identifying the most suitable manager, fund or strategy in different asset classes. was developed to provide asset owners an efficient digital tool to simplify the RFI, RFP and due diligence process. Investors have access to customizable questionnaire templates on ESG and sustainability topics and benefit from evaluation, reporting and documentation features on the platform.

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    this is a members only webinar.
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    1 hour

    of CPD
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Event Details


Topics of discussion:

By attending this training session, you will learn how to:

  • Create and manage customizable ESG questionnaire templates
  • Perform an ESG RFI, RFP or due diligence process individually or within a team
  • Use sophisticated tools to analyse and evaluate ESG manager responses
  • Enhance the information flow with external asset managers
  • Request data from managers to meet ESG and sustainability reporting requirements

The training will also include a Q&A session.

Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Communication professionals
The venue
Event Venue Zoom


Hear from the experts

Anete Liepina
Anete Liepina
- Head of ESG Research and Investor Solutions

Anete Liepina heads up ESG research and investor solutions at where she is leading all sustainability related activities. Anete collaborates with investors, asset managers and global standard setters in developing search, due diligence and ESG screening templates. Anete is also responsible for setting the IT development agenda related to sustainability reporting and documentation features based on feedback from investors and asset managers. In her previous roles Anete was founding partner of a non-governmental organisation with a focus on environmental issues and conducted ESG-focused research.

Albert Reiter
Albert Reiter
- CFA, Founder, Chief Executive Officer

Albert Reiter has 30+ years of experience in capital markets and institutional asset management on the asset owner and asset manager side. As a digital pioneer he launched, a leading fund research provider in continental Europe in 2000 and has been involved in ESG and sustainability work since 2001. Albert Reiter also initiated the development of the platform as a cloud-based tool meeting the requirements of pension funds and institutional investors in Europe, North America and Asia.