An ESG-aligned, long-term investment strategy can be the front page story of a modernised Statement of Investment Principles. At present, the death wish 'get rid ASAP' mindset pervades most SIP’s opening paragraphs. But now is time to rejuvenate and provide a new, positive approach. Asset managers should shape the portfolio composition in the expectation that the scheme will be there for 10 years plus.
As actuarial assumptions come under more scrutiny on investment returns and demography, the onus on the downward spiral of return expectation can end. As trustees have confidence to value and exercise discretion, so fund managers can invest in a positive, forward looking manner benefitting all stakeholders.
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