Responsible investment

Responsible investment (RI) can be a catalyst for positive change in an uncertain world.

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Our mission for change

Working with our clients, we believe collective decisions can lead to impact. The decisions we make and the strategies and actions they create reflect the interconnected nature of our economic, social and environmental systems. We want to play our part to make sure everyone has a habitable world to retire to.

Read our mission statement

Our responsible investment mission captures our beliefs, aspirations and how we’re helping our clients achieve them.

It’s summarised as our outcome-focused ABC for a better future.

 

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Achieving Net Zero

We recognise the world must go through a period of systemic change to protect the environment, societies and our economy from climate change and biodiversity loss. The collective goal is a low-carbon economy and the pursuit of net zero. We help our clients understand what net zero means for you and how you can take meaningful action to move towards this ambition.

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Being better stewards

Asset owners have a role to play in overseeing the assets managed on their behalf. They should thoughtfully – and, where necessary, forcefully – exercise this stewardship within their sphere of influence. We help our clients create approaches that reflect the resource you’re able to commit. Where necessary, we also help you fill in the gaps.

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Creating positive impact

Clarity on desired outcomes is essential to create impact. We help our clients better understand how you can have impact, allocate capital, and exercise stewardship to create real-world outcomes, while continuing to meet your fiduciary responsibilities.

How we can help

Alongside our consulting and research teams, our responsible investment specialists help our clients consider responsible investment issues in every decision.

We can support asset owners to proactively navigate climate and nature issues, manage investment risk and enhance returns.

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We can support you and oversee and engage with your investment managers, fulfil fiduciary duties and achieve your investment objectives.

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How we assess clients on their RI journey

We assess your overall RI health through our RI Health Check service. This looks at your progress on RI governance, education, policy ownership and oversight practices, as well as covering our climate and stewardship themes.  This helps you benchmark year-on-year progress and understand the type of behaviours that you’re demonstrating in your RI activities.  

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How we assess managers RI capabilities

We help you understand your managers’ RI capabilities through RI Ratings. This is a firm level assessment based on three, equally weighed, components: firm & people, stewardship and climate change. Each component is made up of several underlying indicators which are assessed against our views of acceptable and leading practices, resulting in a four-tiered score from weak to strong.

Team highlights

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100% success rate

We’ve supported clients across insurance and pensions in preparing for and writing their Stewardship Code submissions, with 100% success

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Sustainability working group

We are a proud member of the Investment Consultants Sustainability Working Group

Net zero

Signatory to the Net Zero Investment Consultants Initiative

UK Stewardship Code

UK Stewardship Code signatory since 2021

Awards and accreditations