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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. 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:

  • 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 (e.g. 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

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Latest News

Building Trust in Sustainable Investment – FCA keynote speech at SRI Services Good Money Week event
November 26, 2020

On 21 October 2020 Richard Monks – Director of Strategy at the FCA – kindly gave the keynote speech at our annual ‘SRI Services and Partners Good Money Week event’. There is a transcript of his speech available on the FCA website here. We were delighted with the content of the speech and welcome the […]

SRI Services & Partners Good Money Week 2020 event videos now live!
October 28, 2020

I am delighted to report that we have just loaded the videos from our first ever online ‘SRI Services and Partners’ online Good Money Week event onto our YouTube channel. The sessions are listed in chronological order on a play list  – here. 288 financial advisers and others attended on the day and the feedback […]

New Fund EcoMarket brochure
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I am delighted to inform you that our new brochure has been finalised and is available to download. This can be used for learning support, as ‘aide memoire’ or as a ‘sales aid’. Click here to download: Fund EcoMarket A4_Singles Oct 2020 FINAL The above version is 6 x A4 pages.