Engagement, Research, and Policy Resources

To make our vision a reality, we provide individual savers, institutional investors, and policy-makers in the UK and Europe with the information they need to act.

Since 2005, our independent and expert research has formed the backbone of our movement. We ensure savers are informed to approach their providers constructively, we equip investors with the resources needed to engage the world’s largest companies, and we influence the policy debate to reprogramme the investment industry itself.

For savers For investors For policy-makers

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 is our easy to use Pension Power toolkit. This guide will enable you to 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

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

10 January 2018

This is a resource to help UNISON members understand the risk climate change poses to their savings. It outlines campaign actions that members can take to protect their pensions following a new investment policy.


The Living Wage campaign: Frequently asked questions

27 March 2017

This briefing addresses some frequently asked questions about ShareAction’s Living Wage campaign. It also identifies the ways in which companies can overcome commonly perceived obstacles to Living Wage accreditation.


All saver resources

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

Banking on a Low-Carbon Future: A Ranking of the 15 Largest European Banks Response to Climate Change

7 December 2017

This is a ranking of the 15 largest European banks’ responses to climate change and includes recommendations for institutional investors, policymakers, and regulators to mitigate climate risks.


Banking on a Low-Carbon Future: Accompanying Document with Individual Scorecards

7 December 2017

This accompanying document to the ranking of the 15 largest European banks’ responses to climate change contains recommendations for each bank surveyed and scorecards displaying their performance.


Lifting the Lid: Responsible Investment Performance of European Asset Managers 2017

13 March 2017

All but one of 40 European asset managers surveyed claim to be responsible stewards of owners’ assets, but looking below the surface – are they really performing well on responsible investment and transparency?


All industry rankings

Our latest resources for investors

Still Digging: Recommended Investor Response to 2018 Shareholder Resolutions on Rio Tinto’s Climate Lobbying

6 April 2018

This report analyses Rio Tinto’s response to resolutions regarding its membership of industry bodies and climate and energy policy. It recommends investors vote for resolutions 19 and 20 at its 2018 AGM.


Comparative Analysis of Shell’s November Ambition and the 2018 Follow This Resolution

28 March 2018

This briefing compares Shell’s November ambition and the 2018 shareholder resolution. Shell’s ambition is less ambitious than the resolution. We recommend shareholders supporting the Paris Agreement back the resolution.


Good Engagement Guide for Charity Investors

16 March 2018

This guide was written for the Charities Responsible Investment Network (CRIN) and supports members to influence company behaviour. This guide will be of interest to trustees and finance directors.


All investor resources

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

Human Rights and Finance: What Next for European Union Policy?

8 March 2018

This report follows an event we co-organised on human rights and finance at the European Parliament. In it, we share key outcomes from the event on how best to bring visibility to this crucial agenda.


NGO Recommendations for the EU Sustainable Finance Action Plan

8 March 2018

ShareAction and our European policy partners put together an updated anthology of our recommendations for the Commission’s work on sustainable finance, presented in March at the European Parliament.


Civil Society Response to the Final Report of the High Level Expert Group on Sustainable Finance

20 February 2018

This briefing is a unified response by a number of European civil society organisations, including ShareAction, to the ambitions and omissions in the recommendations of the High Level Expert Group on Sustainable Finance.


All policy resources

Our latest consultation submissions

Response to EC Public Consultation on Institutional Investors and Asset Managers’ Duties Regarding Sustainability

6 February 2018

ShareAction has responded to the European Commission’s consultation. We have emphasised that ESG factors and consideration of beneficiaries’ interests constitute a central component of the proper discharging of investors’ duties.


Response to DWP Consultation on Occupational Pensions: Improving Disclosure of Costs, Charges and Investments

20 December 2017

The DWP consulted on proposals to guarantee pension savers the rights to  information about costs and charges incurred by their scheme, and where their money is being invested.


Response to ESMA’s Consultation on Certain Aspects of the MiFID II Suitability Requirements

17 October 2017

In this consultation response to the European Securities and Markets Authority, ShareAction argues for the inclusion of the non-financial interests of retail investors in how advisers go about ascertaining the interests of their clients.


All submissions

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

    Colette St-OngeEngagement, Research, and Policy Resources