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-makersResources 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.
DownloadOur 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.
DownloadThe 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.
DownloadOur 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.
DownloadBanking 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.
DownloadLifting 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?
DownloadOur 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.
DownloadComparative 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.
DownloadGood 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.
DownloadResources 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.
DownloadNGO 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.
DownloadCivil 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.
DownloadOur 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.
DownloadResponse 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.
DownloadResponse 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.
DownloadWe are able to provide plain-text, accessible versions of ShareAction resources. For copies please email us at info@shareaction.org.