+
Please help us to improve our service...
Are you a Financial Services or Investment Professional?
Thank you!
FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

 

Pensions, SRI, ESG and Stewardship

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. However as fund specific information is held in primary fund entries (OEIC and SICAV) you should use the links provided to read across to primary fund entries of the same name, in order to find out about 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:

  • SRI: ‘sustainable and responsible investment’ – funds that combine environmental, social and/or ethical issues with financial aspects when deciding where to invest and relationships with investee companies (eg voting).
  • ESG: investments that bring ‘environmental, social and governance’ issues into consideration often as part of their risk management strategies
  • Stewardship: responsible ownership strategies that typically involve fund managers engaging with companies (including voting shares) to encourage better management of environmental, social and governance issues.

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:

  • the extent to which, if at all, the scheme takes account of social, environmental or ethical considerations when taking investment decisions; and
  • the use of rights (including voting rights) attached to investments

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

BlackRock sustainability announcement
January 17, 2020

BlackRock founder and CEO Larry Fink has been making headlines this week with the announcement on Tuesday (14/1/20) that BlackRock are making major changes to their business, putting  sustainability – and in particular climate change – at the heart of their business operations. This is a welcome and important development. Some commentators have pointed out […]

Top Fund EcoMarket Filter Searches in 2019
January 6, 2020

The following list is of the top individual filter searches carried out on Fund EcoMarket from 1 January to 31 December 2019. This information is derived from Google Analytics, which recorded 34,087 filter options having been  selected over the twelve month period. This information showed the breadth of different issues people were interested in as […]

Fund EcoMarket use doubles in 2019
January 3, 2020

Fund EcoMarket use doubles in 2019  2019 was a great year for Fund EcoMarket, the SRI Services’ fund tool! Not only were we joined by many new sponsoring partners (see image) who make it possible for us to keep our intermediary support site free to use (and ever expanding), but user numbers also grew rapidly […]