Sustainable Pensions Publications

 Responsible business: Sustainable Pension - How the Pension Funds of the UK's Corporate Responsibility Leaders are approaching responsible investment., considers 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.

The 2009 report shows clear and exciting evidence that a group of Responsible Investment (RI) champions is beginning to emerge among UK corporate pension funds.

We plan to release the next Sustainable Pension Survey in 2011. For information about the UKSIF Sustainable Pensions Project, click here.

For a copy of the press release, click here

Download 'Sustainable Alternatives' (PDF, 601.01 KB)

‘Sustainable Alternatives’ looks at the growth in the number of sustainable investment opportunities in alternative asset classes available to pension funds including in private equity, property and infrastructure.

With this paper, UKSIF aims to generate debate as to how pension funds can best take advantage of emerging sustainable investment opportunities. The examples given illustrate that any pension fund may be able to use sustainable investment opportunities to the financial benefit of pension scheme members.

The Responsible Investment Self-Assessment Template was developed by Mike Taylor, Chief Executive of the London Pension Fund Authority as a tool for local government pensions schemes to take trustees through key responsible investment issues.

It is based on the methodology used by the Audit Commission.

The template is published in the UKSIF report Local Government: Responsible Pension – Assessing responsible investment leadership by Local Government Pension Schemes.

The report uses the template and the views of key opinion formers to assess the responsible investment performance of local government funds.

• For a copy of the press release, click here (PDF, 115.19 KB).
• To download the self-assessment template, click here (PDF, 149.29 KB).
• To download the whole report, click here (PDF, 2.12 MB).

In December 2009 the results of a follow up survey were announced, click here for press release (PDF, 31.3KB).

Responsible Business: Sustainable Pension - How the Pension Funds of the UK's Corporate Responsibility Leaders are approaching responsible investment considers 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.

The report ranks, for the first time, the pension funds of the UK's CSR leaders in their approach to responsible investment.

The British Telecom Pension Scheme, Friends Provident Pension Scheme and Stagecoach Group Pension Scheme were ranked as the leading funds.

For a copy of the press release, click here (PDF, 173.02 KB).

To download a copy of the report, click here (PDF, 1.56 MB).

'Responsible Investment in Focus: How leading public pension funds are meeting the challenge' is a practical report that aims to inspire more pension funds worldwide to deepen their responsible investment practices.

Fifteen in-depth case studies cover public pension funds across five continents, with assets ranging from USD 33m to USD 460bn. They show some of the most advanced and creative approaches currently being adopted.

The report was produced jointly by the UK Social Investment Forum (UKSIF) Sustainable Pensions Project (SPP) and the United Nations Environment Programme Finance Initiative (UNEP FI) Asset Management Working Group (AMWG).

UKSIF has also produced a Reader's Guide (PDF, 165.62 KB) to the report. It which provides an index of the approaches adopted by the leading funds.

Click here to download (PDF, 972.54 KB)