Chris Hall

OCTOBER 1, 2022

These long-held principles of sustainability have filtered down to the world of investment. According to figures published by The Global Sustainable Investment Alliance in 2021, Japan’s total sustainably invested assets stood at US$42,874 billion in 2020, representing a more than fivefold increase from 2016.

Climate Action Tracker 98

Climate Action Tracker Stewardship Code Sustainable Investment Climate Change 98

Chris Hall

MAY 9, 2023

Areas to be covered include the effectiveness of the FRC’s Stewardship Code in creating a market for stewardship, interaction between the code and existing stewardship-related rules in the FCA Handbook , and stewardship-related issues raised in the UK government’s updated Green Finance Strategy , released in March.

Stewardship Code 52

Stewardship Code Net Zero Sustainable Investment Divestment 52

Chris Hall

MAY 24, 2023

Further clarification may be on the way as the UK government’s updated Green Finance Strategy 2023 includes a commitment to review pension trustees’ fiduciary duties and stewardship activities. The paper notes that as a relatively new concept, stewardship has not been explicitly included in the terms of many pension fund trusts.

Stewardship Code 52

Stewardship Code Sustainable Investment Climate Change 52

Chris Hall

MAY 20, 2024

If you look at stewardship codes across the world, they touch on resources as being a key element, but without explicitly giving out guidance on how organisations can report and which resources are required,” Jessica Gao, Director of Research at the TAI, told ESG Investor. “The

Stewardship Code 59

Stewardship Code Sustainable Investment 59

Chris Hall

OCTOBER 25, 2023

UK asset owners are feeling the squeeze from sustainability reporting, but they are working on ways to ease the pinch. The first time asset owners were expected to report on responsible investment was back in 2007 as part of the UN-convened Principles for Responsible Investment’s (PRI) reporting assessment framework, Russell explains.

Stewardship Code 59

Stewardship Code Climate Change Chief Sustainability Officer COP26 59

Chris Hall

JANUARY 31, 2023

This should help different types of investment organisations to match stewardship expenditure to their particular level of ambition, said McNamee. A recent Redington study of 36 reports by asset managers under the UK Stewardship Code found shortcomings in both the reported quality and quantity of stewardship-related activities.

Stewardship Code 52

Stewardship Code Academics Sustainable Investment 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”.

Stewardship Code 52

Stewardship Code Paris Agreement Sustainable Investment Climate Change 52

Chris Hall

DECEMBER 2, 2022

For sustainable investment professionals, reporting against the Sustainable Finance Disclosure Regulation (SFDR) or the Task Force on Climate-related Financia Disclosures, stewardship code disclosures, and standardised, comparable corporate reporting are now part of the day job.

Stewardship Code 52

Stewardship Code UNEP Sustainable Investment Development 52

Chris Hall

MAY 6, 2022

ESG Investor’s weekly round-up of moves and appointments in the sustainable investing sector, including CDP, Loomis Sayles, UKSIF, Built by Nature, Arcadian AM, London Pensions Fund Authority and PLSA. Prior to joining, Stevenson was Head of Business Development at Neuron Advisers, a boutique quantitative alternative investment firm.

CDP 52

CDP Net Zero Stewardship Code Sustainable Investment 52

Chris Hall

MAY 20, 2024

If you look at stewardship codes across the world, they touch on resources as being a key element, but without explicitly giving out guidance on how organisations can report and which resources are required,” Jessica Gao, Director of Research at the TAI, told ESG Investor. “The

Stewardship Code 52

Stewardship Code Sustainable Investment Development 52

Chris Hall

MAY 17, 2023

However, as institutional investors, academics, NGOs, investor networks and data providers congregated in London last week for ESG Investor ’s inaugural Stewardship Summit , it became clear that many asset owners lack the resources necessary to fulfil their engagement ambitions.

Stewardship Code 52

Stewardship Code Net Zero Paris Agreement Divestment 52

Chris Hall

JULY 4, 2023

Paul Lee, Head of Stewardship and Sustainable Investment Strategy at investment consultants Redington, told ESG Investor the proposals should simplify the vote reporting process for both parties.

Stewardship Code 52

Stewardship Code Sustainable Investment Divestment Climate Change 52

Chris Hall

JULY 6, 2022

Through SIPs, trustees with 100 or more members are now expected to publicly state their – or their external managers’ – engagement policy and priorities, and explain in detail how they steward their sustainable investments.

Net Zero 52

Net Zero Stewardship Code Paris Agreement Climate Change 52

Chris Hall

MAY 12, 2023

UKSIF has responded to the UK regulator’s discussion paper, asking for further clarity and innovation when linking sustainability goals to remuneration. It suggested embedding sustainability-related objectives into the annual appraisal processes for staff as an example.

Stewardship Code 52

Stewardship Code Sustainable Investment Banking Social Sustainability 52

Chris Hall

APRIL 29, 2022

Scanning across to the Financial Reporting Council’s UK Stewardship Code, the 2020 Code represents a mature governance regime for UK-listed businesses. It has its origins in 1992’s Cadbury report and code, which covers the financial aspects of corporate governance.

Greenhouse Gas Protocol 52

Greenhouse Gas Protocol Stewardship Code Corporate Social Responsibility Greenwashing 52

Chris Hall

FEBRUARY 21, 2025

Shaking up existing stewardship practices can take time, especially when the current approach is so deeply embedded. Many countries in Asia already have stewardship codes in place, including Japan, Singapore, Hong Kong and South Korea. Koreas value-up programme is inspired by a similar initiative in Japan.

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Stewardship Code Net Zero Sustainable Investment Development 78

Chris Hall

OCTOBER 17, 2024

Maanch enhances stewardship platform as fast-changing expectations lead to new pressures on service providers to support collaboration. The vital and expanding role of stewardship in reaching sustainable investment goals is prompting a step change in the technology deployed to support it. trillion in AUM.

Stewardship Code 59

Stewardship Code Sustainable Investment Banking Development 59

Chris Hall

JULY 5, 2024

Story time – The halfway point of the calendar year brings forth a stream of impact and sustainability reports from asset managers and owners, particularly in the UK, as signatories also comply with their obligations under the Stewardship Code.

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Stewardship Code Net Zero Value Creation Manufacturing 80

Chris Hall

SEPTEMBER 27, 2024

The concept of assessing what effective stewardship should look like was first introduced by the FCA in 2019 in a joint effort with the Financial Reporting Council (FRC), setting the groundwork which helped define what the minimum expectations should be for financial services firms investing on behalf of clients and beneficiaries.

Net Zero 59

Net Zero Stewardship Code Value Creation Divestment 59

Chris Hall

JULY 26, 2024

Proposals to bolster sustainable finance in Europe include recommendations for a new region-wide stewardship code. This week the European Securities and Markets Authority (ESMA) laid out its long-term vision for Europe’s Sustainable Finance Framework.

Stewardship Code 78

Stewardship Code Paris Agreement Climate Change Net Zero 78

Chris Hall

AUGUST 28, 2024

Supervisory authority ESMA is calling for EU-wide stewardship code to hone and standardise investors’ engagement efforts and disclosures. There’s also the stewardship code introduced by the European Fund and Asset Management Association (EFAMA), which was first adopted in 2011.

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Stewardship Code Sustainable Investment Development Climate Change 83

Chris Hall

SEPTEMBER 15, 2023

Hailing the bills as “an important step forward around transparency for investors”, the US Sustainable Investment Forum also noted the “ legislation will have significant global implications”. Around 2,000 listed firms and perhaps 10,000 in total will need to file a climate-related financial risk report under an accompanying bill.

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Principal Adverse Impact Indicators Stewardship Code Paris Agreement Net Zero 81

Chris Hall

NOVEMBER 15, 2024

Specifically, she released the interim findings of the government’s Pension Investment Review , which included detailed plans to consolidate the £500 billion AUM (US$634 billion) Local Government Pension Scheme (LGPS).

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Stewardship Code Net Zero Climate Change Paris Agreement 78