Smart Pension Master Trust – Impact Investing Principles for Pensions

Adopter case study.

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Across the Smart Pension, there is a strong consensus that impact investing aligns with the Master Trust's goals and represents the future of investment, particularly for defined contribution (DC) funds. Smart believe it is important to deliver a positive impact with the pension savings entrusted to them. This approach resonates with their members, who are increasingly aware of the impact of their pensions.

We spoke to James Lawrence, Director of Investment Proposition at Smart Pension Master Trust to compile this Adopter case study. James explains how Smart have used The Impact Investing Principles' framework to help integrate impact considerations into their investment and engagement strategies, helping them manage financial risks associated with climate, biodiversity, poor governance and inequality.

Learn more here