Pension scheme trustees have a duty to act in the best long-term interests of their beneficiaries. There is a growing view among academics and investment professionals that environmental, social and corporate governance issues can affect the short- and long-term performance of institutional investment portfolios. Pension scheme trustees, in complying with their fiduciary (or equivalent) responsibilities, therefore, need to give appropriate and due consideration to these issues as a core part of their deliberations.

Stewardship exercised through voting and engagement activities helps the realisation of long-term shareholder value. Where companies have inactive or disengaged shareowners, the chances that company management will act in ways that are detrimental to shareholders’ interests are greater. Stewardship also provides investors with an opportunity to enhance value as diversified investors of companies across the global economy.

For further information:

 download Stewardship: what it means for you now

Content includes:

• Introduction of industry codes and requirements
  

   

• The codes and their audience
  

   

• How can Mercer help?
  • Stewardship Code Audit
  • Compliance Disclosure
  • Manager Stewardship Assessments

Stewardship Codes

Will Oulton, Head of Responsible Investment, EMEA and Aled Jones, Senior Associate, discuss the latest developments of stewardship codes across Europe. Client experience of the stewardship code and challenges the codes may present to trustees are also looked into.

Duration: 5:05 mins

What Mercer can offer you...

• Globally recognised and authoritative investment consultant, with a dedicated global specialist RI team
  

   

• 100+ manager researchers globally, with detailed expert analysis of managers’ capabilities and prospects
  

   

• Long-standing experience with advising clients on proxy voting process, providers and engagement strategies