West Yorkshire Pension Fund: recommendations

The West Yorkshire Pension Fund exhibits a creditable position on certain key aspects of RI policy, implementation and transparency. Our recommendations for further improvement would include:

RI policy, implementation and monitoring

• Incorporating assessment of the capacity of fund mangers to carry out the Scheme's RI policy into its fund manger selection process, and into its investment management agreements
• 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 Yorkshire 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.