PRI Event: Investment Consultant Services Review - Cleveland

The PRI's Investment Consultant Services Review

At this event, the PRI will present their recently launched Investment Consultant Services Review in Cleveland on Friday 2 March, hosted by MSCI. The review examines the full suite of investment consultants’ service provision from an ESG perspective.


  • Will Martindale, Head of Policy, PRI
  • Daniel Nielsen, Managing Director and Head of ESG and Responsible Investing, Great Lakes Advisors
  • Jenny Waits, Senior Policy Analyst, PRI

Additional speakers to be confirmed.

Investment consultants advise on the investment practices of trillions of dollars worldwide. They advise asset owners on funding decisions, asset allocation, manager selection and reporting, and they train sponsors and trustees on investment processes. They are a recognised source of authority and knowledge. The views that investment consultants hold about ESG factors have major implications for the sustainability of the financial system. 

The report finds that despite pockets of excellence, ESG considerations are not a standard part of the advice offered by investment consultants. There are many barriers in market structure, industry practice, and policy and regulation that need to be overcome. 

The PRI has identified a set of preliminary interventions that will be developed over the coming months to address these barriers – including improving incentives from asset owners, setting expectations on ESG integrated advice and changes to the policy and regulatory framework for investment consultants. 

Detailed agenda to follow. For enquiries, please contact

Places are limited and will be allocated on a first-come-first-served basis.

We would like to thank MSCI for their support with this event.




Urban Farmer
1325 East 6th St.
    The nest
    Cleveland OH 44114
    United States


02 Mar 2018 08:30 AM - 10:00 AM (ET)

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