Merseyside Pension Fund: recommendations

This is the first year we have included the Merseyside Pension fund in our survey, and it is to be commended, showing a well thought through approach on many of the key areas of RI policy, implementation and monitoring. It is however less strong in a number of areas relating to transparency. Our recommendations for improvement would include:

RI policy, implementation and monitoring

• Further focus on direct identification of specific ESG risks and opportunities as priorities for fund managers.
• Further expansion of RI policy across non-equity asset classes

Transparency

• Disclosure of full voting records and summary voting analysis
• Disclosure of ESG engagement policy, initiatives and outcomes
• Inclusion of a detailed section on responsible investment in its annual report.

Download Merseyside Pension Fund's full scoresheet

If you are a member of this pension scheme, why not email your pension scheme to ask whether they have implemented all or any of these recommendations.