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West Midlands Pension Fund: recommendations

RI policy, implementation and monitoring

  • Establishing clear measures to ensure fund managers' performance on ESG issues is carefully monitored and regularly assessed.
  • Further expansion of RI policy across non-equity asset classes
  • Consideration of membership of the UN PRI, both for itself and as a screen re fund manager selection.

Transparency

  • Detailed disclosure regarding measures to ensure effective policy implementation and monitoring
  • Inclusion of a detailed section on responsible investment in the scheme's annual reports.

Download West Midlands Pension Fund's full scorecard

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.