Beneficiaries are increasingly interested in how their money is managed, and the demand for investors to take heed of this is growing.
Join the PRI’s Emmet McNamee and special guests Xander den Uyl, Trustee, ABP (and PRI board member), and Marion Maloney, Head of Responsible Investment, Environment Agency Pension Fund in this episode of the PRI podcast.
Xander and Marion discuss how they have gone about understanding the sustainability preferences of their pension scheme members and the changes in practices member feedback has led to. They discuss how to balance beneficiaries’ preferences with fiduciary duty, and how to approach the costs of undertaking beneficiary engagement.
Understanding and aligning with beneficiaries’ sustainability preferences: https://www.unpri.org/strategy-policy-and-strategic-asset-allocation/understanding-and-aligning-with-beneficiaries-sustainability-preferences/7497.article
Beneficiary survey template: https://www.unpri.org/download?ac=13335
In this podcast, the PRI’s Chloe Horne speaks with Susheela Peres da Costa, Head of Advisory at Regnan and Jake Barnett, Director of Sustainable Investment Services at Wespath about the PRI’s recently published paper – Making Voting Count - on how principle-based voting on shareholder resolutions can contribute to clear, effective and accountable stewardship.