Hymans Robertson On... Episode 86

Investment – Key responsible investment themes for 2023 (and beyond)

27 Apr 2023


In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Simon Jones, Partner, Mhairi Gooch, Senior Responsible Investment Consultant and Amy Sutherland, Climate Change Consultant here at Hymans Robertson.

During the episode, we explore our key Responsible Investment themes for 2023, and have a discussion on what should be on trustees’ investment to-do lists as a result.

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


Hymans Robertson disclaimer

This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at 18 April 2023. 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. 

The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. 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. 

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.

Key Topics
  • Recap of Responsible Investment progress over 2022 : (01:44)
  • Increased focus on stewardship : (04:25)
  • Progress with Net Zero in practice : (09:39)
  • TCFD: more than ticking boxes : (14:59)
  • RI and preparing for buy-out : (21:27)
  • Other key RI themes: elevator pitches : (23:15)
  • “What do you know now?” quiz : (28:01)


Ben Farmer

by Ben Farmer
Senior Investment Consultant

Simon Jones

by Simon Jones
Head of Responsible Investment

Mhairi Gooch

by Mhairi Gooch
Senior Responsible Investment Consultant