Self Assessment Tool

This excel based self-assessment tool is tailor-made for retirement fund trustees and those assisting them. It offers a comprehensive evaluation of your fund's integration of responsible investment considerations into its investment processes.

The outcome not only pinpoints areas for improvement within the RIO Guide's framework but also provides direct links to relevant guidance, facilitating actionable steps for enhancement.

Please note, a familiarity with your Retirement Fund's existing Responsible Investment practices is necessary for completing the questionnaire effectively. Expect the process to take no more than 30 minutes.

It's important to recognize that while this assessment is a valuable starting point, it does not cover every aspect of responsible investment good practice.

Completion of the assessment isn't a one-time exercise. It's designed to be used periodically, allowing you to track your fund's progress over time and make informed decisions accordingly.

By registering you will gain access to the excel tool. Your responses will not be saved on any external databases.

Take the first step towards refining your fund's responsible investment practices today.