Do you fully understand your fiduciary manager’s approach to ESG?
Many trustees will have appointed fiduciary managers with the expectation that their scheme’s ESG beliefs would be reflected in the investment strategy. Despite the increasing regulations and increased interest in ESG, a lot of variation between different managers remains and our survey shows that most fiduciary managers need to do more.
In our survey, we benchmark different fiduciary managers’ approaches. For example, we assess how ESG beliefs are being implemented, whether any climate change considerations are set and whether ESG forms a part of their KPIs and/or remuneration policies. We also provide key recommendations for trustees to capture and assess the alignment of their ESG beliefs.
View video below..