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.

Download

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.

Download

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.

Download

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 

Download

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 

Download

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 

Download

Our latest investor briefings & reports

A Healthy Investment: The importance of prioritising health in the food and drink manufacturing sector

30 July 2020

This briefing examines the role food and drink manufacturers have to play in the fight against obesity and why it is vital these companies – and those who invest in them – prioritise health.

Download

Insecure Work in Insecure Times

16 July 2020

This briefing intends to build the case that the growth of  insecure work has been driven, willingly or not, by investor demands for shareholder value and that investors should therefore be considering and engaging with companies on how their workforce policies and practices might be driving greater insecure work.

Download

Why investors should vote for climate at the 2020 ExxonMobil AGM

12 May 2020

ShareAction recommends that investors take a strong voting stance on director re-election at the 2020 ExxonMobil AGM, and encourages investors to also support items 4 and 9 on the ballot.

Download

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

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.

Download


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).

Download


Virtual AGMs in the wake of Covid-19

26 March 2020

ShareAction has called on the UK Government to protect shareholder democracy during virtual annual general meetings (AGMs) in response to the Covid-19 pandemic. In a letter to Alok Sharma, the Secretary of State for Business, Energy and Industrial Strategy, ShareAction asks BEIS to issue clear guidance to ensure the process for accessing, asking questions and voting at digital AGMs continues to be easy and accessible to all shareholders, to ensure that AGMs maintain their usual standards of transparency. While these measures are eminently sensible precaution to take in these times,they should be a temporary solution.

 

Download


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.

Download


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).

Download


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.

Download


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