Legislation and Regulation

Green Finance Inquiry

As readers may already know the government has said it is committed to supporting the hugely diverse (and essential) area of  ‘Green Finance’. Part of the process of developing this area involves calling for input in the form of a government inquiry. Written responses were requested for submission by  3 January – they can now be found here. […]

Pension funds & Social Investment – plus ESG, Stewardship and Ethics

Pension funds and social investment: interim (government) response  – 18 December 2017 SRI Services welcomes today’s report, which we view as taking pension schemes a step closer to being better able to meet the ‘Big 3′ (very different, but none the less important) ‘sustainable, responsible and ethical’ client/member aims, which believe are: to better reflect personal ethical values, to make sound […]

Why should DC pension schemes consider ESG and SRI (x 12!)

12 points from our response to the DWP consultation into ‘where DC schemes invest’
The following points are a boiled down version of our response to the DWP’s recent consultation on the topic of: ‘Where DC pension schemes invest’

Major Social Investment report signposts Fund EcoMarket

I am delighted to report that Fund EcoMarket is mentioned in the documents that accompany a major new government report on ‘growing Social Investment’ – launched on 17 November 2017. The report was prepared by an independent advisory group chaired by Elizabeth Corley, Vice Chair Allianz Global Investors. Its aim is to help guide the government in the […]

DWP consultation: Disclosure of costs, charges and investments in DC schemes

DWP consultation: Disclosure of costs, charges and investments in DC schemes In October the Department for Work and Pensions issued the above consultation. Although focused on costs and charges this consultation is relevant to sustainable, responsible and ethical fund options as it also discusses making it easier for members to find out a bit more about where their schemes invest (both those using […]

Good work Gov!

With Good Money Week about to start now seems like a fitting time to mention some of the positive work taking place in government and beyond that are likely to drive progress in SRI  – sustainable, responsible and ethical investment – over the coming year. (In the interest of sanity I will stay away from commenting on wider political […]

EU HLEG Sustainable Finance consultation response

I eventually finished off and submitted my EU HLEG Sustainable Finance consultation response yesterday, just in time for the ‘High Level Expert Group’s’ first deadline… This is of course a significant and very welcome consultation – however responding to it was by no means an easy task – given its length and complexity (meaning that my response may still benefit from […]

HLEG – EU sustainable finance interim report published

The EU has recently published its High Level Expert Group (HLEG) Sustainable Finance interim report. This ambitious and significant report covers issues ranging from financing greener infrastructure to the labelling SRI funds. Although mainly aimed at institutions the implication is that the final recommendations will also impact individual (retail) investors. The EU plans to start implementing changes at the start of 2018 […]

TCFD report final report – managing climate risk

The Task Force on Climate-related Financial Disclosure has today issued its much heralded final report the purpose of which is to establish a framework for company reporting that will enable investors to better assess and manage climate risk. The Financial Stability Board, chaired by Governor of the Bank of England Mark Carney set up the TCFD (Task Force […]

Pensions & Social Investment: Law Commission review

We are delighted to welcome the Law Commission review of ‘Pensions & Social Investment’ This important review, whilst not fully digested yet, appears to support and even advance the view that social, as well as other related ethical and environmental considerations should form part of our pensions investment landscape and decision making. You can see pensions media […]