Global ESG Multi Asset – GEMA222

Global ESG Multi Asset – Assisted Search GEMA222
Deadline: Wednesday 24th June

A UK consultant is working in partnership with CAMRADATA in order to conduct their research into Global ESG Multi Asset strategies and create a watch list for monitoring on an ongoing basis. All managers must have their ESG questions completed and up to date at the firm level in CAMRADATA Live; all funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 31st March 2020.

Please note, the consultant is not looking for ‘standard’ funds where the only ESG element is where a firm has integrated the assessment of ESG risks into their decision-making process. Rather, they are looking for funds that have a distinct ESG bias. This might be in the form of excluding certain companies / sectors on ESG grounds, or using ESG-themed funds for implementation.

Search Requirements 

Wednesday 24th June 2020

Asset Class

Global ESG Asset strategies Corporate Bonds Strategies


Ideally the consultant is looking for a GBP share classes. But if no GBP share class exists, then USD or EUR will suffice

Other details

Please ensure that the ISIN code is updated in CAMRADATA Live. Please ensure your firm level ESG information is updated in CAMRADTA Live, and confirm on submission of the fund(s):

1) Performance comparator (e.g. LIBOR+3%)
2) A list of any exclusions that are made from the fund on ESG grounds
3) Latest asset class allocation
4) Any ESG-specific objectives
5) If the fund was “repurposed” and did not previously have an ESG approach, at what date was the ESG element added to that fund.

To submit a fund please email