Responsible Investment and Ownership Tool-Step 7





The Board should review progress against the pension fund’s overall action plan as discussed in Step 2 - Setting Targets, as well as review of the IPS and other Policies (if they are separate), at least on an annual basis.

REVIEW

The Board should review progress review against the pension fund’s overall action plan as discussed in Step 2 – Setting Targets, as well as review of the IPS and other Policies (if they are separate), at least on an annual basis.

Information on the overall progress should be included in the Annual Report.

The review process would refer back to the Action Plan/Roadmap established in Step 2.

Share this CONTENT

Share on twitter
Share on linkedin
Share on email

More Tools

<<    Step 6

DISCLOSURE AND REPORTING

The FSCA Guidance Notice requests pension funds to report at least annually on how it has adopted ESG integration in its investment process. Pension funds are encouraged to adopt Sustainable Reporting practices in its Annual Reporting. This section provides guidance on how to do that.

Guidance relating to necessary disclosures and how to report

View This Tool

Step 1    >>

Developing a Policy

This section describes the steps towards developing the ESG integrated Investment Policy Statement and includes samples, checklists and templates to help getting started.

HOW TO DEVELOP A COMPREHENSIVE ESG-INTEGRATED INVESTMENT POLICY STATEMENT

View This Tool