Responsible Investment Guide 2019

ESG & Stewardship: A practical guide to trustee duties 

Recent changes to the Occupational Pension Schemes (Investment) Regulations 2005 mean it is now vital that trustees of all schemes understand and include ESG factors and stewardship approaches in their investment decision-making. Trustees are at significant risk of breaching their legal and regulatory duties if they do not do so.

This guide provides practical, step-by-step guidance to help trustees meaningfully consider, design and implement ESG and stewardship approaches.  It uses myth-busters, case studies and questions that trustees can instantly use with their advisers and managers and is relevant for all trustees.

Trustees can also find a further reading listadditional case studies and a complete list of questions for advisers and managers.