Chris Hall

MAY 9, 2023

The review factored in the implications of UK market abuse regulations and developments in competition law in major jurisdictions. Earlier this year, the Investor Forum updated its Collective Engagement Framework to take account of “evolving practice” in the dialogue between investors and firms on ESG themes.

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Stewardship Code Net Zero Sustainable Investment Divestment 52

Chris Hall

MARCH 29, 2023

That’s a huge challenge.” She said that RIAA was working the UN Principles for Responsible Investment (PRI), CFA Institute and others to develop some agreed key ESG terminology. Looking globally, regulators have called on industry to agree on key terms.

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Stewardship Code Impact Investing Development 52

Chris Hall

MARCH 10, 2022

All surveyed schemes, collectively representing £150 billion AUM, said they were targeting UN Sustainable Development Goals relating to climate action. According to recent study of 650 UK occupational pension funds by investment consultants Mercer, only 35% of schemes conduct a stewardship assessment of investment managers at least annually.

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Net Zero Paris Agreement Stewardship Code Climate Change 52

Chris Hall

JULY 7, 2022

The introduction of a toughened code has led to improved governance and resourcing of stewardship by UK-based asset managers and owners, but investment in the area faces ongoing challenges, including tensions with other staff. .

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Stewardship Code Analytics Development 52

Chris Hall

MARCH 13, 2023

ShareAction called on regulators to develop and enforce mandatory stewardship rules for asset managers and owners, noting the positive contribution to performance and disclosure made by the UK Stewardship Code 2020 and Europe’s Sustainable Finance Disclosure Regulation.

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Stewardship Code Divestment Climate Change Development 52

Chris Hall

MARCH 30, 2023

Definition and evaluation The strategy confirmed that the Financial Reporting Council (FRC) , alongside the DWP, Financial Conduct Authority (FCA) and The Pensions Regulator (TPR), will be reviewing the UK’s whole regulatory framework for effective stewardship in Q4, including the operation of the Stewardship Code. As well as considering whether (..)

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Net Zero Stewardship Code Chief Sustainability Officer Climate Change 52

Chris Hall

DECEMBER 2, 2022

Policy ultimately aims to build the foundations that support the development of society towards shared goals, taking into account collective interests and political preferences, as well as addressing market failures. It defines roles, responsibilities and accountabilities for asset owners, investment managers, advisors, and service providers.

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Stewardship Code UNEP Sustainable Investment Development 52

Chris Hall

MARCH 24, 2023

It instead noted that policies should “consistently promote the appropriate use of stewardship by investors as part and parcel of discharging their duties”.

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Stewardship Code Paris Agreement Sustainable Investment Climate Change 52

Chris Hall

OCTOBER 1, 2022

In line with IOSCO’s recommendations, the code is designed to improve the transparency of ratings and data providers’ methodologies, ensure procedures for managing conflicts of interest are appropriate, and improve communication channels between providers and the entities covered without undermining their impartiality. Mandatory disclosure.

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Climate Action Tracker Stewardship Code Sustainable Investment Climate Change 98

Chris Hall

JULY 6, 2022

Stewardship is widely considered one of the most effective tools in an asset owner’s toolbox to ensure companies are prioritising ESG-related issues, such as mitigating the effects of climate change. . “ The DWP pointed to the IIGCC’s Net Zero Stewardship Toolkit as a useful resource.

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Net Zero Stewardship Code Paris Agreement Climate Change 52

Chris Hall

JULY 4, 2023

“Voting rationales provided by asset managers are variable in quality, often lacking links with the managers’ voting policies and engagement (if undertaken) with the company.” The vote reporting template developed by the FCA’s Vote Reporting Group builds on the US Securities and Exchange Commission’s (SEC) ‘Form NP-X’, which details the proxy voting (..)

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Stewardship Code Sustainable Investment Divestment Climate Change 52

Chris Hall

MAY 6, 2022

She will focus on the global development of Acadian’s systematic macro business, including building out its sustainable investment framework. Prior to joining, Stevenson was Head of Business Development at Neuron Advisers, a boutique quantitative alternative investment firm. billion of assets, as of 31 March 2021.

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CDP Net Zero Stewardship Code Sustainable Investment 52

Chris Hall

NOVEMBER 17, 2023

In March 2021, the BEIS published a consultation calling for an increase in audit firms’ accountability to shareholders, an expanded scope to include non-financial information such as ESG risks, and announced the development of ARGA. The consultation received over 600 responses, with the majority proving supportive of the new regulatory body.

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Stewardship Code Development 59

Chris Hall

JULY 18, 2022

In terms of drivers of geographic distinctions, he cited the recently strengthened UK Stewardship Code as one reason why European firms generally outperformed their US counterparts on clarity of voting policy. It remains to be seen what will happen in the coming proxy year.

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Chris Hall

APRIL 29, 2022

Some of the larger US charitable foundations have already declared deep commitments to targets related to the UN Sustainable Development Goals, such as the eradication of poverty and promotion of equality. It has its origins in 1992’s Cadbury report and code, which covers the financial aspects of corporate governance.

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Greenhouse Gas Protocol Stewardship Code Corporate Social Responsibility Greenwashing 52

Chris Hall

OCTOBER 7, 2022

While this tells the story of a dynamic and maturing market, professionals are finding it difficult to stay informed of developments. To help lift some of this pressure, in this article, I summarise important research on the effectiveness of ESG engagement and what is required to increase it. “No No man is an island”.

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Stewardship Code Academics Divestment Greenwashing 52

Chris Hall

MAY 8, 2024

While one asset manager reported 5,312 engagement actions over 12 months, five others recorded 200 or fewer over the same period.

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Stewardship Code Analytics Sustainable Investment Climate Change 78

Chris Hall

MAY 17, 2023

A recent Financial Conduct Authority (FCA) discussion paper asked for feedback on possible regulatory change needed to support collaborative engagement and systemic stewardship, while the Financial Reporting Council is due to lead a review of its Stewardship Code. Also speaking at the Stewardship Summit, Mark Manning , Strategic Policy Advisor on (..)

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Stewardship Code Net Zero Paris Agreement Divestment 52

Chris Hall

APRIL 18, 2023

The new guide highlighted that participation in collaborative stewardship initiatives increased from 68% in 2017 to 83% in 2020, with asset owners “particularly driving the change”.

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Stewardship Code Development 52

Chris Hall

JUNE 21, 2022

The consultation response was coupled with stewardship guidance to help trustees to more aggressively challenge asset managers on their voting. Our stewardship guidance also clarifies our expectations on stewardship, and highlights where disclosures can align with reporting to the UK Stewardship Code,” the DWP statement said.

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Paris Agreement Stewardship Code Climate Change Divestment 52

Chris Hall

AUGUST 10, 2022

Developing taxonomies is challenging enough; feeding reliable, credible information into those systems in a region as diverse as Asia with widely differing levels of regulation and transparency is even more daunting. . ” – Helge Muenkel, Chief Sustainability Officer at DBS .

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Chief Sustainability Officer Stewardship Code Greenwashing Banking 52

Chris Hall

SEPTEMBER 15, 2023

Big shifts and giant leaps – Ahead of next week’s SDG Summit , the UN published a report outlining the science-based “transformational shifts” (or “ systems transformations ”) needed to achieve the 17 Sustainable Development Goals , replacing the incremental and insufficient process made since 2015.

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Principal Adverse Impact Indicators Stewardship Code Paris Agreement Net Zero 81

Chris Hall

JULY 5, 2023

There was already a first draft of a sustainable finance taxonomy, explains Reynolds, and now the Australian government is providing funding for the next stage of the taxonomy’s development. She says ASFI will be learning from what other countries have done on “what to do and what not to do”.

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Net Zero Climate Change Paris Agreement Greenwashing 52