About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

Your one point of access to surveys, research and reports for the Pensions Professional

Searching for: researcher is "uk social investment forum"

Surveys listed in reverse order of publication date

Results 1-12 of 12.

Responsible Business: Sustainable Pension - How the Pension Funds of the UK's Corporate Responsibility Leaders are approaching responsible investment
Responsible Business: Sustainable Pension
UK Social Investment Forum
Jun 2009 United Kingdom Investment - Ethical and SRI
According to a report accompanied by a survey from UKSIF, institutional investors believe pension funds have the power to restore stability in the current economic turbulence. The report comes to the conclusion that as 70% of UK PLCs are owned by pension funds, responsible investment will grow in popularity and will continue to inform the market led response to the financial crisis.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6E48027A   Click here to contact the authors.
 
Sustainable Alternatives
Alternative asset classes available to pension funds
UK Social Investment Forum
4 Nov 2008 United Kingdom Investment - Ethical and SRI
“Sustainable Alternatives” looks at the growth in the number of sustainable opportunities in alternative asset classes available to pension funds including in private equity, property and infrastructure. In recent years, pension fund trustees have allocated more assets to alternatives, a trend which has coincided with increased commitment to responsible investment (RI) policies.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1C445936   Click here to contact the authors.
 
Top UK corporate pension funds for responsible investment named in UKSIF report
Top UK corporate pension funds for responsible investment named in UKSIF report
UK Social Investment Forum
4 Oct 2007 United Kingdom Trustees, Investment - Ethical and SRI
The British Telecom Pension Scheme, Friends Provident Pension Scheme and Stagecoach Group Pension Scheme have been named as the leading UK corporate pension funds in their approach to responsible investment in the first report ranking the pension funds of the UK’s Corporate Social Responsibility (CSR) Leaders. The report, "Responsible Business: Sustainable Pension - How the Pension Funds of the UK’s Corporate Responsibility Leaders are Approaching Responsible Investment" by the UK Social Investment Forum (UKSIF), considered the responsible investment practices of the pension funds of UK companies listed in the FTSE4Good UK Index and in the Carbon Disclosure Project's Climate Disclosure Leadership Index.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2007 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3B393538   Click here to contact the authors.
 
First In-Depth Report on Responsible Investment Practices of Leading Public Pension Funds highlights inspiring examples
Report on Responsible Investment Practices
UK Social Investment Forum
24 Apr 2007 WORLDWIDE Worldwide News, Investment - Ethical and SRI
The first in-depth practical report describing how leading public pension funds from across the globe are meeting the challenge of responsible investment has been  launched by the UK Social Investment Forum. The report "Responsible Investment in Focus: How leading public pension funds are meeting the challenge" aims to inspire more pension funds worldwide to deepen their responsible investment practices and, building on this international experience, develop their own strategies and
approaches. It provides detailed examples of some of the most advanced and creative approaches currently being adopted and demonstrates how responsible investment has moved forward in recent years.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2007 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F7371751   Click here to contact the authors.
 
New report on SRI institutional investment opportunities beyond equities
New report on SRI institutional investment opportunities beyond equities
UK Social Investment Forum
30 Jun 2006 United Kingdom Investment - Ethical and SRI
The UK Social Investment Forum (UKSIF) has published a report to encourage investors, asset managers and investment consultants to consider socially responsible investment (SRI) options for asset classes beyond traditional equities. "Discovering New SRI Institutional Investment Opportunities" covers a wide range of asset classes including bonds, less conventional debt instruments, exchange traded funds (ETFs) and hedge funds. It also discusses carbon trading, microfinance and renewable energy. It provides examples of where products are already available and considers how further SRI investment options might be developed.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E93373CF   Click here to contact the authors.
 
Next Steps towards Sustainable & Responsible Investment
Submission from the UK Social Investment Forum to Stephen Timms MP, Minister for Pension Reform
UK Social Investment Forum
2 Feb 2006 United Kingdom Pension Reform, Investment - Ethical and SRI, Industry Bodies (excl. Regulatory Bodies)
The UK Social Investment Forum (UKSIF) has called on the Government to seize the “historic opportunity” offered now to bring together its major long-term commitments to pension reform and to leadership in sustainable development. UKSIF has submitted a paper entitled "Next Steps towards Sustainable & Responsible Investment" to the Government recommending the steps which should be taken now and in the future to ensure the sustainable investment of pensions and other savings in the UK.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2031807F   Click here to contact the authors.
 
Increasing Burden of Corporate Responsibility Reporting
Burden of Corporate Responsibility Reporting
UK Social Investment Forum
Jun 2004 United Kingdom Corporate Governance
This research reveals the alarming burden that current methods of corporate responsibility (CR) reporting are placing on listed companies and their investors. Only 35% of listed companies felt they were able to provide, to their satisfaction, the amount of information required by more than 30 different surveys and reporting mechanisms which seek to measure corporate governance and corporate social responsibility.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

EF2437E9   Click here to contact the authors.
 
Ethical investment option within occupational pension schemes
Research amongst investors on ethical etc issues
UK Social Investment Forum
Dec 2003 United Kingdom Investment - Ethical and SRI
The forum is proposing that all Defined Contribution (DC) pension scheme members should be able to reflect their values in their pension investments and that SRI disclosure requirements, which apply to stakeholder pension schemes. should be extended to all retail investment products. The researcher says there is strong demand for these proposals among individual consumers, backed up by research. 

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

551903F6   Click here to contact the authors.
 
Response to CP185: The CIS sourcebook – a new approach
Response to CP185
UK Social Investment Forum
Oct 2003 United Kingdom Investment - Ethical and SRI
This response to CP185 focuses on those aspects which affect the ethical/socially responsible investment market. The Forum recommends greater disclosure and powers to vote at AGMs and EGMs

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

EE180450   Click here to contact the authors.
 
Response to FSA CP170, DP19 and HMT/DWP consultations on product disclosure and Sandler simplified investment products
Response to consultations
UK Social Investment Forum
May 2003 United Kingdom Regulatory Bodies (excl. tPR), Investment - General
To ensure transparency and accountability, the researcher recommends that all pooled investment schemes, including the proposed Sandler “stakeholder” products, disclose the extent (if at all) to which social, ethical and environmental (SEE) issues are taken into account in the selection, retention and realisation of investments; and their policy (if any) relating to the exercise of rights (including voting rights) attaching to investments.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B91302C9   Click here to contact the authors.
 
Response to CP166 – Reforming Polarisation: Removing the Barriers to Choice
A response to CP166
UK Social Investment Forum
Apr 2003 United Kingdom Advisers
The forum's response to CP166 is informed by its retail product provider and IFA members and focuses on those aspects which it believes affect the ethical/socially responsible investment market. It welcomes the proposal that ‘independent advice’ may be remunerated through commissions and other methods as well as fees and says that consumers should be able to choose their method of payment and that access to independent advice should not be restricted to consumers who pay fees.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A1124567   Click here to contact the authors.
 
Response to the Socially Responsible Investment (SRI) Issues in the Green Paper
A response to the Green Paper
UK Social Investment Forum
Mar 2003 United Kingdom Pension Reform, Investment - Ethical and SRI
The researcher says that a new Pensions Act provides the opportunity to require pension funds to report annually on the implementation of their investment policy, as a means of ensuring that material social, environmental and ethical (SEE) issues are taken seriously.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

951133D7   Click here to contact the authors.
 

Results 1-12 of 12.