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Published:
Last Updated:
21 Oct 2019

G20/OECD Checklist on Long-term Investment Strategies and Institutional Investors

The checklist takes the form mainly of YES/NO questions. Itemised lists are provided in many cases, but as these may not be exhaustive, a catchall “other” choice is typically included for which a specific answer may be input. The checklist also allows respondents to identify issues for which follow-up action might be needed, as well as issues which may be described as “in progress”, such as actions currently being considered or under development but not yet implemented.  

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G20/OECD High-level Principles on Long-term Investing Financing by Institutional Investors