Responsible Investment

Simon Jones

Key Contact

Simon Jones, Head of Responsible Investment

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Our goal is to change investor behaviours with regard to responsible investment practices by embedding the consideration of ESG issues into all of our advice.

Responsible investment has risen up the agenda for employers, trustees, pension committees and scheme members in recent years. We believe all long-term investors can benefit by integrating responsible investment considerations into their strategy.

How we can help

Responsible investment explicitly acknowledges the relevance to the investor of environmental, social and governance (ESG) factors, and of the long-term health and stability of the market as a whole. To ensure that there is a focus on financial outcomes, we consider responsible investment to have two dimensions:

  • Sustainable investment: investors should recognise the potential financial impact of ESG factors in investment decision making; and
  • Stewardship and governance: investors should act as responsible and active owners, through considered voting of shares, and engagement with company management when required.

We work with clients to help them understand the relevance of responsible investment issues at all stages of the investment process. We can work with you to help you understand how responsible investment can benefit your scheme and can be integrated into your existing investment arrangements. We can draw on the expertise of our specialist Responsible Investment team to develop an approach that works for you.

Innovative digital solutions

Our advice is underpinned by innovative technology and digital expertise. Adapting to an ever more digital world, we have over 200 digital experts ranging from data scientists, modellers, technical architects, developers to UX designers, all dedicated to creating transformative digital solutions.  

Our digital first approach makes sure we’re harnessing the latest technologies and agile delivery to meet your needs. Powered by the latest cloud technology, our tools and solutions are best in class, and continually updated to keep up with the latest digital developments. 

Our digital solutions evolve all the time. If you have a business challenge you need help with or if you would simply like to talk to one of our experts, please don’t hesitate to get in touch.  

Case studies

Working together with our clients to develop their Responsible Investment policy and select asset managers with an active approach to stewardship and sustainable investment.

RI Policy case study

Stewardship case study

Building knowledge on Responsible Investment

We help to educate our clients on a range of Responsible Investment issues; running training sessions and webinars, as well as keeping you up-to-date through our quarterly RI News and Views.

If you are new to Responsible Investment, why not read our ESG Guide and learn why integrating ESG into decision-making matters.

Read our ESG guide

Interactive guide : Getting ready for TCFD

The Taskforce on Climate-related Financial Disclosures (“TCFD”) requirements will allow trustees to explore how their approach could be made more resilient and manage climate-related risks and opportunities in a way that improves member security.

Our guide is a useful tool for trustees, pension committees and other decision-makers. It sets out the steps you can follow to make sure you have a robust approach to managing climate risk for your scheme, and ensure you are able to report against TCFD requirements.

Read our guide

You can also read our client case study to see how we worked with a large pension scheme to respond to the new requirements.

COP26 and the journey to net zero

Playing your part

Watch on demand our recent virtual event where we set the scene on how your organisation can take action.

Watch now

Guides for decision makers

Climate change is increasingly having an impact on DC savers and Trustees and sponsors of DB schemes. Our guides are designed to help DB and DC decision-makers and include a checklist to help you tackle climate change in your pension scheme. 

Insights

Why not explore?

Responsible Investment Policy

This policy sets out our approach to the consideration of Responsible Investment issues in the development and delivery of our advice.

Podcasts

We host two regular podcasts discussing the many issues facing and shaping our industry.