Investment mandates should reflectboth ESG factors and their prioritization, ensuring alignment withclient beliefs, risk tolerance, and sustainability goals.
Materiality alone (A) is not enough, andrationale (B) is part of the process but not the defining criterionfor structuring investment mandates.
[References:, Principles for Responsible Investment (PRI) ESG Investment Mandates Guide, CFA Institute ESG Investment Governance Framework, Morningstar ESG Portfolio Integration Report, ========, , ]
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