This page provides the tools to equip asset owners, particularly pension funds, to be able to understand and fulfil their stewardship responsibilities.
The tools available include:
The Stewardship Disclosure Framework
These Frameworks enable an at a glance understanding of the different approaches taken to stewardship by various asset managers.
Stewardship Accountability Forums
These regular Forums provide pension funds of all sizes with the opportunity to collectively question the senior figures within leading asset management firms about their approaches to being good stewards of their client's assets.
Our Stewardship Policy
This includes our principles for stewardship best practice
The Stewardship Code implementation questionnaire
This questionnaire provides a framework through which pension funds can disclose their commitment to the Stewardship Code. Funds may wish to complete and submit this document to the FRC.
Our aide-memoire crib-sheet
This provides trustees with a series of questions to consider when speaking with their current and prospective investment managers.
RESPONSIBLE INVESTING REPORTING IN PUBLIC EQUITY
In January 2015 sixteen UK pension funds published a Guide to Responsible Investment Reporting in Public Equity. Good quality reporting can help improve the transparency and accountability between asset owners and their fund managers and as such the guide has been developed as part of the pension funds wider efforts to include responsible investing in fund manager selection and monitoring processes.Download below.
Our annual survey of PLSA members examines pension funds attitudes towards responsible investment and looks at stewardship practices across the industry. Download the survey below.