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Webinar description:

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. 

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 will look 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 will also look 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 will look at how schemes can differentiate between the wide range of ESG products currently in the market and ask how schemes can implement ESG across different asset classes such as fixed income, real estate and alternatives.

Presenters

Stapleton_Jonathan

Jonathan Stapleton

Editor-in-chief, Professional Pensions

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Jonathan is editor-in-chief of Professional Pensions and has been reporting on UK occupational pensions since 2001.

He was named IA Pensions Journalist of the Year in 2015, SPP Journalist of the Year in 2014 and 2011 and is holder of the PMI's Retirement Provision Certificate.

Stapleton_Jonathan

Graeme Anderson

Partner, Chairman, TwentyFour Asset Management

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Graeme is one of the founding partners of TwentyFour Asset Management, and serves as the firm’s Executive Committee Chairman. He is also Chairman of the Asset Allocation Committee, the firm’s ESG steering group and a member of the firms Risk and Compliance Committee. Day to day Graeme is a member of the firms Outcome Driven Strategy. During his 33 years in fixed income markets, Graeme has held a variety of leadership roles in both asset management (Britannia Asset Management) and investment banking (Barclays Capital, Greenwich NatWest and Merrill Lynch).

  

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Jeannette Andrews

CFA – Senior Global Investment Stewardship Manager, Legal & General Investment Management

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Jeannette is a senior global investment stewardship manager with responsibility for implementing LGIM’s responsible investing and stewardship strategy across engagement, integration, voting and the development of ESG products. Jeannette represents LGIM on the UK’s Company Reporting & Auditing Group. Jeannette joined LGIM in 2015 from USS Investment Management where she held the title of Senior Analyst, Responsible Investment. Jeannette joined USS in 2008, dividing her time between developing and implementing USS's stewardship policies and working as an equity analyst where she was responsible for researching and making stock recommendations for a £420 million global equity income portfolio. Prior to that, she worked for five years as a governance analyst at Manifest Information Services, a proxy voting service provider. Jeannette graduated from Anglia Ruskin University in 2008 and holds the CFA and CAIA charterships. In 2014 Jeannette was recognised by Financial News as one of the 40 under 40 Rising Stars of Asset Management.

  

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Marte Borhaug

Global Head of ESG Investment Solutions, Aviva Investors

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Marte is responsible for driving forward Aviva Investor’s responsible investment strategy process and supporting commercial development in the area of responsible investment. She leads a number of projects focused on improving client communication and using digital technology to bring people closer to where their money is going. With a background in public policy and regulatory development, she is also supports Aviva Investors’ public policy work at a UK, EU and Global level.

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