the sustainable, responsible and ethical investment information hub
Pension schemes are increasingly bringing ‘sustainable, responsible and ethical’ investment considerations into their strategies and fund options.
Some schemes place a significant focus on the financial benefits of considering issues such climate risk, supply chain management and corporate governance, others look for ways to reflect the personal values and goals of scheme members. Many do both.
This area is now firmly regarded as relevant to pension schemes with recent regulatory changes (reporting requirements) going live from October 2019. (See PLSA article link below)
Fund EcoMarket offers the option to find (unit linked) ‘Pension’ fund options via the ‘Product’ filter field. We collect fund specific information for primary fund entries (OEIC and SICAV) but have recently added a link to the database which now populates (primary fund) information into the relevant linked pension (and life) fund entries of the same name, allowing users to ascertain screening, thematic and stewardship policies and practices. Adviser downloads available here.
The following sources help explain trustee obligations and recent developments:
Some key terminology briefly explained:
Please note – fund and fund manager strategies vary. Read fund details for further information.
Statement of Investment Principles (SIP)
Most pension schemes are required by law to produce a Statement of Investment Principles. Since July 2000 SIPs have been required to disclose:
A video recording of the 60 minute presentation M&G climate fund manager Randeep Somel, CFA and I gave earlier this week is now available on the M&G Wealth Platform (previously Ascentric). My main task was to introduce the impact investment fund spectrum – the similarities and differences between funds that focus on generating positive impacts as […]
A similar version of the following text was first published in our March 2022 newsletter. FCA Disclosures and labels (DLAG) – my involvement with the FCA, on their Disclosures and Labelling Advisory Group is proving both interesting and tough. We have had many meetings and the level of engagement has been impressive – but […]
A big thank you to our friends at Investment Life and Pensions Moneyfacts for publishing – and putting on the front cover – my latest piece on sustainable investment. You can download a pdf of the text here: 16-17 Purpose, Positioning and Priorities The text – as submitted – is below. Sent to Investment […]