RM1.2: Risks & Opportunities in Investment Monitoring Process

Maximum Score

4.47 points

Prefill

Eligible

Validation

Open text boxes are validated

2026 Updates

None

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Does the entity formally address sustainability risks and/or opportunities in its investment monitoring processes/asset management?

Assessment Instructions

Intent: What is the purpose of this indicator?

This indicator intends to assess how the entity addresses sustainability risks and opportunities in its investment monitoring processes/asset management, and communication for its standing/current investments.

Input: How do I complete this indicator?

Instructions apply to first-year fund participants or funds that materially changed their management practices since last year's assessment.

Select yes or no. If yes, select all applicable sub-options.

Terminology

Community/Public

Persons or groups of people living and/or working in any areas that are economically, socially or environmentally impacted (positively or negatively) by the entity’s operations.

Investment monitoring process

A process that monitors the performance of entity's standing/current investments on a regular basis.

Investors/shareholders

The entity’s current investors and/or equity stake owners in the entity.

Regulators/Government

The state and/or local authoritative and administrative governing body.

Special interest groups

Organization with a shared interest or characteristic (e.g. trade unions, non- governmental organizations).

Validation: What evidence is required?

No evidence required. Only the open text boxes are manually validated.

However, GRESB will automatically apply the previous year's validation decision for previous fund participants, provided the indicator response and documentation remain consistent (i.e., the entity does not modify its selections or evidence). Read more here.

Open Text Box Requirements: The text must include all of the applicable elements below:

• Identify which specific sustainability risks and/or opportunities are addressed.

• Indicate how they are addressed (i.e., processes or approach).

• Indicate which tools are used (i.e., risk matrices, management systems).

Scoring

Scoring: How does GRESB score this indicator?

The scoring of this indicator is equal to the sum of the fractions assigned to the selected options and respective sub-options, multiplied by the total score of the indicator.

Evidence: The evidence is manually validated and assigned a multiplier, according to the table below. The evidence must support the validation requirements.

If any requirements are not met, the evidence may be partially accepted or not accepted, depending on the level of alignment with the requirements.

Validation status	Multiplier
Accepted	2/2
Partially Accepted	1/2
Not Accepted	0

Diminishing increase in scoring: This indicator is affected by the "diminishing increase in score" approach, where the fractional score achieved for each selection decreases as the number of selections increases.

Scoring Basics

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References

Indicator partially aligned with

PRI Reporting Framework 2018, Direct Infrastructure Supplement, INF 11, INF 14

The Taskforce on Nature-related Financial Disclosures Recommendations (TNFD) version 1.0 September 2023: Risk & Impact Management Pillar

Get Support: Solution Providers

GRESB Solution Providers are independent, third-party organizations within the GRESB Partner network that offer specialized products, tools, and services to support sustainability performance outside the GRESB Assessment process.

Currently, there are no GRESB Solution Providers associated with this indicator.

GRESB will continue to update this section as the GRESB Solution Provider network grows. Please check back regularly to find GRESB Solution Providers who can support your sustainability performance.