Behind the scenes: Are investment managers delivering on their responsible investment claims?
Responsible investment may be something you expect your investment managers to be doing as part of the service you pay them for - indeed, most managers will say they consider ESG factors and exercise voting rights. But, when we scratch beneath the surface, it is clear that there is a huge range between best and worst practice in this area.
Every two years, we carry out an in-depth survey of investment managers about responsible investment. There were 120 respondents to our latest survey, including nearly all the major institutional investment managers in the UK.
Overall, 8% of respondents achieved the top score and 20% received the bottom score (on a four-point scale).
However, we are seeing clear signs of improvement and we’re delighted that many managers are proactively asking to discuss responsible investment with us.
How we can help
We help charities and endowments construct investment strategies and pick the right investment funds to both meet their financial objectives and be aligned with their missions.
We help you make important investment decisions, and make sure that your investments are performing as you need them to.
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.
Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.
We help our clients understand and implement responsible investment principles.