Responsible investing and pensions course  

Guide to responsible investing and non-workplace pensions

  • Understand how responsible investing and stewardship should guide investment decisions
  • Explain how to embed ESG considerations to ensure stewardship approach is maintained
  • How do mangers use stewardship effectively and what impact does this have on fund performance
CPD
Approx.60min
Guide to responsible investing and non-workplace pensions
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Responsible investing has moved from a process of excluding companies, deemed to be causing harm, to one that looks at how environmental, social and governance factors are factored into decision-making.

Meanwhile, research has shown that the more engaged the pension saver or investor is, the more likely they are to enquire how the funds their monies are invested in are working to tackle societal issues or promote sustainable investment through the incorporation of ESG and stewardship principles.

In this guide, we will explore:

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  • How responsible investing and stewardship should guide investment decisions.
  • How to embed ESG considerations to ensure stewardship approach is maintained.
  • How active and passive managers use stewardship effectively.
  • What bearing responsible investing has over the performance of funds.

This guide is worth 60 minutes of CPD.

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Which of the following is the odd one out? According to Andy Miller, what does it mean to ensure the principles of responsible investing and stewardship guide investment decisions?

  2. The campaign being led by the IA and PLSA to strengthen the relationship between pension funds and investment managers is seeking to do what?

  3. Why does Dominic Rowles say that avoiding investments in oil and gas companies could mean that a portfolio performs differently to the wider stock market?

  4. According to Maria Nazarova-Doyle, what are the benefits to an adviser of having a better understanding of a client’s ESG preference?

  5. Why does Andy Miller say that if an investor is seeking funds with positive engagement strategies or that align to areas like the UN Sustainable Development Goals, it is better to do so through active management?

  6. True or false, according to Jack Turner, investment manager at 7IM, the type of responsible investing mandate that a fund follows can have a significant impact on performance over certain time periods.

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Understand how responsible investing and stewardship should guide investment decisions
  • Explain how to embed ESG considerations to ensure stewardship approach is maintained
  • How do mangers use stewardship effectively and what impact does this have on fund performance

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