Morningstar Sustainalytics calls on investors to contextualise DEI rollbacks as concerns mount
Investors should ‘carefully consider’ the implications for their investments as some ESG Risk Ratings could be moved
Engagement
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Misalignment between asset owners and managers leads to inconsistent engagement strategies
Pensions for Purpose observed significant variations in voting, engagement and accountability
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Widespread gaps in impact reporting ‘threaten investor confidence’
Investors’ impact ambitions are rarely backed by concrete targets or informed by meaningful stakeholder engagement
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Harnessing the power of peer pressure
CCLA’s James Corah says we need to stop thinking about peer pressure as a bad thing
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Compass launches platform to amplify stewardship efforts
The SaaS platform helps support decision-making, including fund monitoring, stewardship, and reporting
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BlackRock hits back at ShareAction report while halting meetings with investee companies
The asset manager championed its voting record while simultaneously backing away from engagement meetings
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AGM ballots: An unlikely DEI battleground
Castlefield’s Ita McMahon explains why DEI has become a topic of heated debate and looks at some of the emerging trends
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‘Be prepared to revisit regulation’ around stewardship efforts
Panellists at a recent IA forum discussed the proposed changes to the FRC UK Stewardship Code
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Young people want to see authenticity around financial firms’ social claims
A firm’s approach to social justice influences young people’s decision on where to bank, invest and spend, report finds
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BankInvest appoints EOS at Federated Hermes to provide active ownership services
EOS currently has £2.1trn in assets under advice globally
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AIC proposes company law amendments to widen voting access
Amendments to company law would require platforms to opt in investors automatically to receive company information and voting rights
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More than half of investors still consider ESG factors during portfolio asset allocation
Difficulty in measuring impact and inconsistent regulations are the biggest barriers