ESG Investing and Analysis: A Practitioner’s Guide
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Case Study 5: Applying active ownership and stewardship to a pension fund portfolio
Caroline Escott
Linking ESG scenarios to real economy outcomes
Analysing ESG policy, market and portfolio construction considerations
Case Study 1: Applying ESG considerations to a pension fund’s equity portfolios
Case Study 2: Applying ESG concepts to wealth management portfolios
Managing environmental and climate transition risks and opportunities within portfolios
Considering physical climate risks and resilience in real asset investment
Case Study 3: Practical issues and considerations for implementing a Net Zero emissions strategy for asset owners
Evaluating social criteria in fundamental and thematic investment portfolios
Case Study 4: Defining impact investing for today‘s ethical investor – evaluating the efforts of Evangelisches Johannesstift
Developing governance and active ownership frameworks for investment analysis
Case Study 5: Applying active ownership and stewardship to a pension fund portfolio
Identifying ESG risks and opportunities in alternative investments
Reviewing the EU regulatory framework for ESG investors
Assessing data and disclosure challenges in ESG investing
Corporate social responsibility across industries: When and who can do well by doing good?
Reflecting on how ESG investing, accounting and governance have evolved over time
This chapter builds on the theory of active ownership by demonstrating how the in-house manager for one of the UK’s largest pension schemes considers and undertakes engagement, voting and public policy activity on behalf of scheme members. It explores the Railpen approach to, and governance of, active ownership, as well as how it has evolved and what it looks like in practice.
ABOUT RAILPEN
The Railways Pension Trustee Company Ltd (the Trustee) is responsible for managing four railways pension schemes. The Railways Pension Scheme (RPS) is the largest of the four, created in 1994 after the privatisation of the UK railways industry and reorganisation of the British Rail Pension Scheme.
Railpen is the trading name of Railway Pension Investments Ltd, authorised and regulated by the Financial Conduct Authority (FCA), and acts as the in-house investment manager for the railways pension schemes. Railpen is responsible for the management of around £37 billion of assets on behalf of 350,000 members. The Trustee is Railpen’s only client, which ensures that all Railpen’s activities align with the interests of the schemes’ members.
“Sustainable ownership” is the term given to
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