Investment Survey 2020


Getting behind the spin - average scores increase but there's further room for improvement

Every two years we invite a large number of investment managers to complete an in-depth survey about responsible investment (RI). The survey covers:

  • their approach to environmental, social and governance (ESG) issues; and
  • their stewardship practices, such as exercising voting rights and engaging with company management.

There are 137 respondents to our latest survey which includes nearly all the major institutional investment managers in the UK.

The results show that investment managers vary significantly in their RI approaches, with some having much more comprehensive and effective methodologies than others. Our RI survey helps our clients to oversee how their managers are implementing RI on their behalf. The scores that we assign managers show how good the managers are at taking account of ESG issues and exercising stewardship, and the underlying analysis indicates whether there are concerns that might need to be addressed.

Click here for our latest report: the Responsible Investment Survey 2022.

Explore the survey

How we can help

We help charities and endowments construct investment strategies and pick the right investment funds to both meet their financial objectives and be aligned with their missions.

We help you make important investment decisions, and make sure that your investments are performing as you need them to.

We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.

Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.  

We help our clients understand and implement responsible investment principles.