5 March 2020 - ESG, Sustainable and Responsible Investing (Webinar) - Aviva Investors

New disclosure rules relating to UK pension funds’ consideration of environmental, social and governance (ESG) factors and engagement with investee companies came into force last October. Marte Borhaug, Global Head of ESG Investment Solutions at Aviva Investors participated in this webinar earlier this month. This webinar looked at how trustees are working with advisers and managers to implement ESG and stewardship approaches across their portfolio as well as assessing some of the challenges they face. It also looked at how different investment managers are integrating ESG into their own approaches; the quality of the data and information available to investors; and the use of manager rankings. In addition, the webinar looked at how schemes can differentiate between the wide range of ESG products currently in the market and asked how schemes can implement ESG across different asset classes such as fixed income, real estate and alternatives. To the extent that anything on this websi

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

...

New disclosure rules relating to UK pension funds’ consideration of ESG factors and engagement with investee companies came into force last October. 

The new rules require pension schemes to include details of their ESG policies within their statement of investment principles (SIP) – outlining their approach to engagement with investee companies and explaining how they take account of financially material factors, including ESG and climate change considerations, in their investment decision making. 

This is only the start of the regulatory journey and there will be further rule changes this year – with additional requirements for both defined benefit and defined contribution schemes.

Yet, while ESG requirements on schemes have been increasing, the new rules have had differing levels of engagement from trustees – and different schemes are taking quite different approaches to the issue.

This webinar looked at how trustees are working with advisers and managers to implement ESG and stewardship approaches across their portfolio as well as assessing some of the challenges they face.

It also looked at how different investment managers are integrating ESG into their own approaches; the quality of the data and information available to investors; and the use of manager rankings. 

In addition, the webinar looked at how schemes can differentiate between the wide range of ESG products currently in the market and asked how schemes can implement ESG across different asset classes such as fixed income, real estate and alternatives.

To the extent that anything on this websie constitutes a financial promotion it is exempt from the general prohibition in S21 of FSMA on the basis that the site is only intended for investment professionals as such term is defined in S19 of the Financial Promotions Order. Please note that Pensions for Purpose does not provide consultancy services, advice or personal recommendations on any of the investment opportunities mentioned on the platform. We curate content written by Influencer members and do not endorse any underlying funds.

Learn more here