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
Workforce Disclosure in 2020: Trends and Insights
31 March 2021
Workforce disclosure is rapidly improving. 141 of the world’s largest listed companies disclosed to WDI in 2020, a 20 per cent increase from the previous reporting cycle.
Point of No Returns Part V – Leading Practice
28 February 2021
In ShareAction’s survey of the world’s 75 largest asset managers, none achieved an AAA or AA rating across all assessed areas. There were, however, clear pockets of leading practice, demonstrating what was possible. This guide presents a range of short case studies that reflect the current state of leading practice by large asset managers on the core themes of responsible investment governance, climate change, human and labour rights, and biodiversity.
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.
Our latest investor briefings & reports
Growth Narratives: An inquiry and provocation by charitable investors
23 March 2021
Between Aug 2020 – Feb 2021, ten UK-based charitable investors formed a working group to explore perspectives on possible limits to and limitations of growth in economic activity and investment returns. Following a series of conversations with experts, the findings are set out with a view to understanding and acting upon how their own, and wider, investment practices will need to change in order to be genuinely responsible and sustainable.
European Auto Makers: Still in the slow lane?
18 March 2021
To achieve reach net zero, road transport needs to decarbonise fully by 2050. This report focuses on the five largest European owned and listed car manufacturers, off the back of a flurry of new decarbonisation commitments, and highlights the need for car makers to show true climate ambition and leadership instead of just reacting to regulation.
HSBC Investor Brief: Why investors should back the 2021 climate change resolution at HSBC
22 February 2021
This briefing makes the case for the climate change resolution filed by 15 institutional investors representing US$2.4 trillion in assets and over 100 individual investors, coordinated by ShareAction, at Europe’s second largest fossil fuel financier, HSBC. We recommend investors vote for the resolution at HSBC’s May 2021 AGM.
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
Civil Society Statement: Due Diligence & Corporate Accountability Legislative Report
14 April 2021
Last month, the European Parliament adopted a report on corporate due diligence and corporate accountability, with recommendations for the European Commission on the necessary next steps to be taken. Along with other NGOs, ShareAction published a statement in which we emphasise our support for this report and the need for the Commission to build on this, in the upcoming legislation.
The report from the European Parliament sends a strong signal on the key elements it expects in the upcoming legislation, calling for mandatory corporate due diligence and civil liability regimes, among other initiatives. However, we outline seven key areas in which the Commission can go further to ensure the upcoming legislation truly protects people and the planet.
Laying the Track: The Race to Zero – The role of asset managers in filing and voting on resolutions to tackle the climate crisis
10 March 2021
The third in our new series of COP 26 briefings for policymakers, this briefing sets out key issues on how the asset management industry is filing and voting on resolutions to tackle the climate crisis. It aims to shine an independent spotlight on the state of play in the industry and sets how policymakers should regulate to move investors in the right direction. The picture that emerges shows the investment sector overlooking essential aspects of stewardship, with weak climate-related resolutions and poor voting practices still too prevalent across asset managers’ stewardship activities.
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.
Our latest consultation submissions
Second feedback on EU proposal for a European single access point for corporate data
15 April 2021
ShareAction has provided its second feedback on the EU’s proposal for a single access point for financial and non-financial information publicly disclosed by companies.
ShareAction continues to strongly support the European Commission’s intention to present a legislative proposal to build a European single access point for corporate data. We have highlighted in this consultation response that the access point should put sustainability data on an equal footing with financial data and ensure the data is publicly available for all stakeholders.
Scottish Government Climate Change Engagement Strategy consultation
31 March 2021 ShareAction responds to a Scottish Government strategy consultation on climate change engagement, with reference to the Glasgow COP26 summit.
Feedback to European Banking Authority on Remuneration Policies
19 March 2021
Significant changes to the dominant business model which is based on prioritising short-term profits at the expense of gender equality, is urgently needed. To develop remuneration policies that are gender equal, investment firms need to close the gender pay gapacross their workforce and account for how their business operations are inhibiting better female participation. We therefore strongly support the European Banking Authority’s efforts to ensure investment firms have in place gender neutral remuneration policies for all staff as part their internal governance arrangements.