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.
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