Helping pension schemes fulfil their stewardship responsibilities
Stuart Sergeant,
Navigating the '4 Cs' of responsible investing
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Moving from the initial stages of awareness to full accountability requires pension schemes to clearly define their ESG policies, appropriately align their investment practices, and measure outcomes.
Not surprisingly, the shift to ESG policy implementation creates significant new operational and governance challenges. With so many new solutions and providers emerging, pension managers and trustees must identify independent data sources, effective ways to state and enact their priorities, and mechanisms to confirm that investments truly align to their investment principles.
Evaluating and engaging with all those various providers, then harmonising and integrating the services they deliver, could add significantly to the resource needs and expense of managing a pension scheme. At a time when plans are looking to streamline management, processes and cost, this is a challenging development.
We believe that creating a better investment process for everyone starts by simplifying access to solutions and leveraging scale and buying power to make them more cost-efficient. The same technology that seamlessly connects managers and investors now enables them to access an expanding variety of solutions designed to address ESG governance gaps. To do that, we help the investment industry to navigate the ‘4 Cs’:
The inclusion of ESG-focused solutions on the AMX platform is a natural extension of our mission to bring investors, managers and service partners together and improve the investment process for everyone. We will continue to provide investors and managers with a range of options that deliver value without adding complexity.
For more information, read our report.
Photo credit: Jamie Street on Unsplash
Helping pension schemes fulfil their stewardship responsibilities
Stuart Sergeant,
Embedding ESG in your investment portfolio
Article,