Engagement, Research, and Policy Resources

FOR SAVERS

We provide resources and training to help pension savers better understand the investment system and their role within it, as well as the tools to reprogramme the status quo.

FOR INVESTORS

We rank pension providers and asset managers on responsible investment. Our briefings and reports investigate how they can in turn tackle key problems through capital markets.

FOR POLICY-MAKERS

We offer practical recommendations and guidance to policy-makers and regulators to promote a financial system that works in savers’ best interests in the UK and Europe.

Resources for savers

We provide resources and training to help individual pension savers better understand the investment system and their role within it, as well as the tools to reprogramme the status quo of the corporate world and investment system.

Our feature resource for savers

Mission: Pension Power

This guide will help you use the power of your pension to create change through the investment system on the issues that matter to you, from climate change to fair pay.

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Our latest resources for savers

Pensions for the Next Generation: Communicating What Matters

17 March 2018

This report explores the attitudes of young savers towards their pensions and proposes easy, low-cost solutions that will help switch millennials on to the power of their savings.

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Local Government Pension Funds – Divest From Carbon Campaign: A UNISON Guide

10 January 2018

This is a guide to help UNISON members understand the risk climate change poses to their savings and what actions they can take to protect their pensions.

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Our latest videos

Resources for investors

Our annual surveys rank big pension providers or asset managers on responsible investment. Our briefings and reports investigate how industry professionals can tackle key environmental, social, and governance problems through capital markets.

Our latest surveys & rankings

Point of No Returns Part III – Climate Change

11 June 2020

This report looks at 75 of the world’s largest asset managers and their performance on responsible investment, with a specific focus being on climate change. It is the second of four reports in our ‘Points of No Returns‘ series.

View our report summary 

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Point of No Returns Part IV – Biodiversity

11 June 2020

This report looks at 75 of the world’s largest asset managers and their performance on responsible investment, with a specific focus being on biodiversity. It is the second of four reports in our ‘Points of No Returns‘ series.

View our report summary 

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Point of No Returns Part II – Human Rights

14 May 2020

This report looks at 75 of the world’s largest asset managers and their performance on responsible investment, with a specific focus being on human rights. It is the second of four reports in our ‘Points of No Returns‘ series.

View our report summary 

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Our latest investor briefings & reports

Fit-for-purpose? The future of the AGM

18 January 2021

At a time when there are many urgent new questions for corporate boards to answer, four out of five FTSE 350 companies opted to hold their 2020 AGMs ‘behind closed doors’, with no external participants allowed to attend and ask questions to the board, other than by email. Yet even before this crisis, company AGMs had shortcomings. This report sets out a bold new vision for the purpose of the AGM of the future.

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Voting Matters 2020: Are asset managers using their proxy votes for action on climate and social issues?

1 December 2020

This report considers how 60 of the world’s largest asset managers voted on 102 shareholder resolutions on climate change, climate-related lobbying, and social issues, during the period September 2019 to August 2020.

View the report summary >>

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Decarbonising Heavy Industry: A financial sector perspective on the decarbonisation of steel, cement and plastics

29 October 2020

This paper provides an overview of shareholder structure and financial flows in the European cement, steel and plastics industries and presents investor perspectives on transition pathways, the role of government and barriers to decarbonisation.

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Resources for policy-makers

We provide practical recommendations and guidance to policy-makers and regulators to promote responsible investment and a pension system that works in savers’ best interests in the UK and Europe.

Our latest policy briefings & resources

Feedback on EU proposal for a European single access point for corporate data

19 January 2021

ShareAction has provided feedback to the EU proposal for a European single access point for financial and non-financial information publicly disclosed by companies

ShareAction strongly supports the European Commission’s intention to present a legislative proposal to build a European single access point for corporate data. We see four key priorities for the single access points which will be essential for its success: 1) The single access point’s database must include small companies, non-listed companies, and the data provided must include sustainability data; 2) The public access point should put sustainability data on an equal footing with financial data and give non-financial information the same visibility; 3) The access point must be publicly accessible and free of charge for all citizens; 4) The platform should allow for sector-specific information.

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Feedback to EU Taxonomy criteria on climate change adaptation & mitigation

18 December 2020

ShareAction has provided feedback to the EU Taxonomy draft Delegated Acts on the Technical Screening Criteria for climate change adaptation and mitigation.

Please find our full response in the document attached.

The EU Taxonomy has been hailed globally as a milestone in creating the much-needed tools for financing the transition to a low-carbon economy. For this tool to effectively facilitate reaching the EU emission reduction targets and commitments under the European Climate Law to meet climate-neutrality by 2050, it needs to fully endorse the ambition of the Technical Expert Group’s (TEG) recommendations, if not going even further.

Our key recommendations concern the following areas:
– Maintain the proposed climate change mitigation criteria for electricity generation of 100g CO2/kWh to effectively exclude natural gas without abatement (CCSU)
– Exclude the burning of all forest biomass for energy as well as reverse the inclusion of all bioenergy feedstocks with higher lifecycle emissions compared to fossil-fuels
– Explicitly exclude hydrogen produced with non-renewable power
– Reconsider the inclusion of activities such as short-term forestry rotation, livestock and small hydropower
– The inclusion of sea and coastal water transport should be conditional on the examination by the Platform on Sustainable Finance
– Exclude the burning of refuse-derived fuel (RDF) in cement plants, as recommended by the TEG

We have also supported a civil society joint-statement on the draft Delegated Acts, which is available here.

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Civil Society Statement: Ten Priorities for the Climate Taxonomy Draft Delegated Act December 2020

15 December 2020

A couple sit in a park with London in the distance - front cover of the Responsible Investment Bill

Following the release of the European Commission’s draft Delegated Act (hereafter identified as ‘draft DA’) on the EU Sustainable Taxonomy, we, a coalition of NGOs, think-tanks, experts, scientists, shareholder associations, and sustainable investment associations representing millions of citizens in Europe and the global South, are writing to stress our strong support for an EU sustainable taxonomy rooted in climate and environmental science.

The global climate strikes have consistently made a simple demand: listen to the science. We agree. Just as experts and evidence have been key assets in addressing the COVID-19 pandemic, so too must they, and not sectoral interests, determine our policies to fight the climate crisis. While we recognise that the draft DA has taken into account the recommendations of the Commission’s Technical Expert Group (TEG) on the climate taxonomy to a large extent, we would like to voice substantial concerns that the draft DA has ignored or weakened the TEG’s scientific advice for several activities. We outline the ten most important areas that need to be revised to produce a taxonomy that is based on scientific evidence, supports fully sustainable economic activities, accelerates the shift from unsustainable to sustainable activities, and truly reduces the risk of greenwashing. In addition to these ten priorities, we strongly support the development of an unsustainable taxonomy, which is crucial to reliably identify risky sectors and accelerate their transition.

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Our latest consultation submissions

Feedback to EU Taxonomy criteria on climate change adaptation & mitigation

18 December 2020

ShareAction has provided feedback to the EU Taxonomy draft Delegated Acts on the Technical Screening Criteria for climate change adaptation and mitigation.

Please find our full response in the document attached.

The EU Taxonomy has been hailed globally as a milestone in creating the much-needed tools for financing the transition to a low-carbon economy. For this tool to effectively facilitate reaching the EU emission reduction targets and commitments under the European Climate Law to meet climate-neutrality by 2050, it needs to fully endorse the ambition of the Technical Expert Group’s (TEG) recommendations, if not going even further.

Our key recommendations concern the following areas:
– Maintain the proposed climate change mitigation criteria for electricity generation of 100g CO2/kWh to effectively exclude natural gas without abatement (CCSU)
– Exclude the burning of all forest biomass for energy as well as reverse the inclusion of all bioenergy feedstocks with higher lifecycle emissions compared to fossil-fuels
– Explicitly exclude hydrogen produced with non-renewable power
– Reconsider the inclusion of activities such as short-term forestry rotation, livestock and small hydropower
– The inclusion of sea and coastal water transport should be conditional on the examination by the Platform on Sustainable Finance
– Exclude the burning of refuse-derived fuel (RDF) in cement plants, as recommended by the TEG

We have also supported a civil society joint-statement on the draft Delegated Acts, which is available here.

Download


Amending sectoral legislation to integrate end-investors’ sustainability preferences

8 July 2020

ShareAction, the responsible investment advocacy group, welcomes the opportunity to provide feedback to the draft Delegated Acts presented by the European Commission on the obligation of investment firms, investment funds, mutual funds and insurance firms to advise clients on social and environmental aspects of financial products, amending UCITS, MiFID II and IDD.

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Raising the bar on corporate disclosure with an ambitious NFRD-Review

17 June 2020

ShareAction has responded to the public consultation on the review of the Non-Financial Reporting Directive (NFRD).

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We are able to provide plain-text, accessible versions of ShareAction resources. For copies please email us at info@shareaction.org.