UKSIF 2011-14 Strategy
Aims
(a) support and advance UKSIF's vision that the UK finance sector leads the world in advancing sustainable development through financial services; and
(b) assist our members to achieve their objectives in delivering and supporting effective sustainable and responsible financial services.
Work Programmes
The strategy proposes that UKSIF’s activities from 2011-2014 will be delivered through three work programmes.
Leadership
Supporting the development and delivery of responsible investment management and other financial services, and influencing the industry’s operating environment. This includes our investment analyst programme, our low carbon investment support, and our influence on regulation, public policy, international promotion and the stakeholders who shape the industry.
This programme aims to create a virtuous cycle in which the UK both promotes and continuously improves its leadership in sustainable and responsible investment and finance. We will encourage the UK's trade promotion bodies, particularly The CityUK, the new financial services promotional body, to promote sustainable investment and finance, while supporting the UK sustainable and finance cluster to achieve the productivity, innovation and growth needed to stay ahead in this evolving and internationally competitive field. This should, in turn, drive global change by stimulating other markets to respond.
The programme focuses on asset managers and other financial institutions, investment banks, research providers, institutional investment trade and promotional bodies, regulators, public policy makers and opinion formers and civil society stakeholders in the finance sector.
Market
Raising awareness about sustainable and responsible investment and associated financial services among private investors and institutional asset owners and improving the support they receive from financial and professional advisers, financial services marketing staff, service providers and distributors. This includes educating and assisting UK investment and finance clients through our annual National Ethical Investment Week and our Sustainable Pensions Project and supporting financial advisers, marketing staff and distributors through our chapter for advisers, called the Ethical Investment Association, and other activities.
The programme focuses on mass affluent and high net worth individuals, family offices, charities and churches; their advisers and distributors; institutional asset owners including pension funds and insurance companies and their professional advisers; mass membership NGOs and community organisations.
Association
Providing a core networking and information clearing house service to UKSIF’s members and maintaining and improving UKSIF’s capacity to achieve its mission.
For more information download the full version of the UKSIF Strategy 2011-2014 or download our Annual Review 2010-11.