Sustainable investment research

Gain the insight you need to manage rising sustainability-related risks, and power global action on ESG issues.

Benefits of our approach

Integration of sustainability considerations into all investment advice

120+ investment solutions’ sustainability credentials assessed annually

25+ clients supported on TCFD aspects

Climate risk quantification via in-house climate model

Increasing focus on biodiversity and social issues

Key focus on collaborative ESG initiatives

Impact that really matters

Climate change will continue to pose a significant risk, and we’re increasingly seeing the impact of rising inequality and nature breakdown. Together, we can address these challenges and find new opportunities for growth.

Objective and beliefs setting support to truly reflect your ambitions

Strategy design focused on your ESG ambitions

Monitoring of manager activity and ESG metrics that are important to you

Reporting support that reinforce your ambitions and actions

Sustainable investment implementation papers

Responding to the sustainability crisis

Climate change is an issue that justifiably receives a lot of attention from investors, but nature, an associated and equally important topic, is increasingly receiving attention in its own right.

Read our series of papers

Focused, impactful advice

Our team deploys their acumen, experience and strategic thinking to help clients drive change within the industry, and to support them on their sustainable investing (SI) journey.

We’re privileged to be in a position where we can have a positive impact via the advice we deliver to our clients, while also helping them to achieve their objectives. Recognising that all ESG issues are interlinked, our advice captures the full spectrum of climate change, biodiversity impacts and social issues.

Reaching your sustainability goals

Our bespoke advice helps you seize opportunities across a full range of sustainability and ESG-related areas.

Defining your specific sustainable investment beliefs
Training on any SI related topic, covering all aspects of climate change, biodiversity impacts and social issues
Supporting objective and target setting and delivering implementation plans, such as net zero
Identifying new sustainable and impact opportunities across asset classes
Assessing and engaging with investment managers on their ESG capabilities via quantitative scorecards
Supporting on all aspects of TCFD reporting, including climate scenario analysis and climate metrics reporting
Reviewing industry initiatives and supporting clients with ongoing memberships, such as the UK Stewardship Code – read our fourth report on the 2020 UK Stewardship Code principles here
We are signatories to, and supporters of, a range of industry initiatives, including Net Zero Investment Consultants Initiative (NZICI)

Putting ambition into action

Our incredibly passionate team of SI specialists push the boundaries of what our industry can achieve. Their skill and tenacity have brought several exciting projects to life:

Developing an industry-leading, carbon neutral strategy for a Master Trust, with key sustainable opportunities accessed via private markets.
Winning Pensions for Purpose’s 2022 Best Environmental Impact Thought Leadership award for our ‘Nature Positive Future’ research paper. Our thought pieces go beyond basic industry-standard levels of SI and delve into less discussed topics.

Leading the ‘Standardisation’ pillar within the Investment Consultants’ Sustainability Working Group, we champion industry collaboration, in line with our belief that global collective action powers change.

Our stakeholders in sustainability

The investors that we advise have a hugely important role to play in driving improvement and global action on ESG issues. Our Sustainable Investment Policy touches on our role and responsibility in helping our clients as well as our wider contribution in improving industry best practice.

Sustainable Investment Policy 2024 Download