Overview

In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest instalment in our Investment series and is joined by Olivia Mooney, Responsible Investment Consultant, and Paul Chandler, Director of Stewardship at the Principles for Responsible Investment (PRI). 

During the episode, we discuss the importance of stewardship, take a look at what good stewardship means in practice and the future of stewardship.

If you have any questions on anything discussed in this podcast, please get in touch.

Notes and Resources

• Hymans Robertson Guide to Effective Stewardship
• Government response to consultation on 4th TCFD metric and Stewardship Guidance
• Advance, a stewardship initiative on social issues and human rights
• Climate Action 100+
• Active Ownership 2.0
• PRI blog, Stewardship is failing us but remains our best hope
• A Legal Framework for Impact, a joint effort by the PRI, UNEP FI, the Generation Foundation, and Freshfields Bruckhaus Deringer
• Discussing divestment: Developing an approach when pursuing sustainability outcomes in listed equities

Disclaimer

^{This podcast has been prepared by Hymans Robertson LLP, and is based upon our  understanding of events as at 22 June 2022. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail.} 

^{Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.} 

^{Private debt investments, whether held directly or in pooled fund arrangements, carry a higher risk than publicly quoted securities and may not be suitable for all types of institutional investor. The nature of private debt pooling vehicles makes them particularly illiquid and investment in private debt should be considered to have a long time horizon.}

^{Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.}