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.
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.
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.
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.
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.
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.
Our latest investor briefings & reports
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.
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.
High Risk, Low Reward: An overview of European banks’ positions on oil sands
29 October 2020
This briefing analyses the policies of European banks on oil sands finance, showing how policy gaps allow even ‘net zero’ banks to continue funding carbon intensive oil sands activity.
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
Task Force on Climate-related Financial Disclosures: A ShareAction Briefing for MPs
30 October 2020
The Intergovernmental Panel on Climate Change (IPCC) warns that averting the most serious consequences of climate change requires a radical overhaul of the global economy. The Financial Stability Board’s Task Force on Climate-related Financial Disclosure (TCFD) provides the first industry-driven reporting framework enabling financial sector stakeholders to account for the financial impact of climate change on businesses and take action to address this. This briefing aims to explain what TCFD is, how it works, the current state of play and the future outlook.
Laying the Track: The Race to Zero – The role of asset managers in tackling the climate crisis
14 October 2020
The first in our new series of COP 26 briefings for policymakers, this briefing sets out key issues on how the asset management industry is responding to the climate crisis. It aims to shine an independent spotlight on the state of play in the industry and sets out how policymakers should regulate to move investors in the right direction. The picture that emerges, while indicating a rising awareness of climate change as a financial risk, falls well short of what is needed to achieve net zero by 2050.
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.
Our latest consultation submissions
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.
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).
Response to LGPS consultation on responsible investment guidance
10 January 2020
ShareAction responds to a consultation on the Local Government Pension Scheme’s guidance on responsible investment.