Responsible investment

Changing regulation, evolving standards and increasing scrutiny from knowledgeable stakeholders means the responsible investment (RI) landscape has become increasingly complex. We draw on our expertise to educate our clients on RI issues from stewardship and biodiversity, to climate scenario analysis, so you’re fully equipped to make good decisions.

Knowing what you want to achieve is critical in the development of any investment strategy, particularly when developing responsible investment objectives.  We can help you establish and refine investment beliefs, use analytic tools to set evidence-based climate goals, and prioritise the themes that shape your stewardship activity. We’ll help you turn these goals into robust policy documents that represent your ambitions and reflect the actions that you take.

Sustainability should be embedded in the development and implementation of your investment strategy. We take time to research and advise on sustainability opportunities, evaluating managers’ overall approach and commitment to sustainability, stewardship and climate with our ratings framework. Our researchers also test investment processes to make sure sustainability risks and opportunities are properly considered.

Effective stewardship can be a great tool for asset owners. But it takes time. Our engagement programme challenges managers on their willingness to drive real change. It supports our clients’ engagement activities through reporting, tailored dialogue and bespoke engagement. We also support clients to review stewardship policies and implementation, making sure interests are aligned and any change is properly informed.

As data around responsible investment, stewardship and outcomes becomes more readily available, we need to cut through the noise to understand what matters. We offer comprehensive portfolio-level ESG and climate reporting, helping identify risks and targets while monitoring progress. We also capture data across client strategies to fill reporting gaps, with evidence-based insight to support dialogue with stakeholders.

We offer support for regulatory and voluntary reporting, helping clients across insurance and pensions in preparing for and drafting Stewardship Code submissions, and in communicating climate goals and progress through Task Force on Climate-Related Financial Disclosures (TCFD) reporting and more. We can manage projects end to end, or simply review your draft report. It’s always our goal to help clients learn from their reporting to improve.

Responsible investment is now daily news: in many ways that’s a positive, but it does make it challenging to understand what matters and what to act upon. Our research team digests emerging themes, from regulatory and policy changes to technical developments and environmental threats, sharing our insight in a manageable form.  

We regularly publish research, thinking and commentary on issues from the energy transition and food systems to deforestation and marine biodiversity in both article and podcast form, helping you keep up to date with specialist perspectives intended to provoke thought, encourage conversations, and inform decision-making.

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We recognise the world must go through a period of systemic change to protect the environment, societies and our economy from climate change and biodiversity loss.

The collective goal is a low-carbon economy and the pursuit of net zero. We help our clients understand what net zero means for you and how you can take meaningful action to move towards this ambition.

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Asset owners have a role to play in overseeing the assets managed on their behalf.

They should thoughtfully – and, where necessary, forcefully – exercise this stewardship within their sphere of influence. We help our clients create approaches that reflect the resource you’re able to commit. Where necessary, we also help you fill in the gaps.

Read our being better stewards report

Clarity on desired outcomes is essential to create impact. We help our clients better understand how you can have impact, allocate capital, and exercise stewardship to create real-world outcomes, while continuing to meet your fiduciary responsibilities.