IFM Investors’ Post

Nominations can be made for women in asset management firms but also for those working at asset owner and consultant firms in the institutional investing community! #institutionalinvestors #assetallocation #investmentconsulting

Very proud to pick this up with Sam Collings, CFA - even more flattering given we were up against some strong competition. #privatemarkets #alternativeinvestments #alternativeassets #privateequity #realassets #pensions #pensionplanning #impactinvesting

Pinpointing the pensions industry in the road to diversity   In our most recent perspectives article, Gillie Tomlinson, Head of Trustee Engagement at Cardano discusses #Equality, #Diversity and #Inclusion in the pensions industry.   Drawing on the latest findings from our EDI research with mallowstreet, Gillie looks at the initiatives and trends we are seeing.    Read more here: https://lnkd.in/eEerYbMP   #EDI #PensionSchemes #ProfessionalTrustees 

Affirmation of our great work in sustainable investment! 🙋♂️🙋♀️ A couple of impactful highlights; 💚 The Mercer Master Trust is far ahead of our required pathway to hit our 2050 net zero target. By the end of September-2023, we saw that for assets in the growth phase of the Mercer Master Trust default, carbon intensities are 39% below Dec-19 baseline levels. Even more progressed are assets at retirement, with carbon intensities 45% below Dec-19 baseline levels, already hitting 2030 targets. 🌲 We have also recently reviewed all benchmark indices being used for our Master Trust solutions. We changed to Climate Aware benchmarks for some of our higher-emitting passive solutions resulting in a 33% reduction in our passive Infrastructure fund’s WACI and a 59% reduction in our passive Low Volatility Equity fund’s WACI. 🔰 “Mercer is committed to achieving net-zero carbon emissions by 2050 in our multi-asset funds used across Mercer SmartPath™ and self-select fund range. Our goal aligns with the Paris Agreement’s target of limiting global temperature increases to 1.5°C… To reach our target, we plan to reduce portfolio carbon emission intensity by at least 45% from 2019 levels by 2030.” #mercer #sustainableinvestment #mercermastertrust #esg #netzero

Pensions are a crucial social contract between generations, impacted by contributions, investments, and financial resilience. With younger generations facing higher living costs and low-pension engagement, it's vital to address policies and investments that support financial resilience. Pensions for Purpose are delighted to be holding a unique hybrid event with Pensions Equity Group (PEG) and Independent Governance Group (IGG), on Monday 15 July, Pinsent Masons' head office in London. Highlights: - Insights from the asset owner, adviser and asset manager community. - Perspectives from IGG and Pensions for Purpose. - Views from the Pensions Policy Institute on current policy issues surrounding housing benefits and pensions. - Breakout discussions considering how we make long term savings in the interest of everyone. - LCP's exploration of challenges and potential solutions for the next generation. - A concluding session by Kim Brown from PEG. - Networking lunch. Register your interest by emailing: [email protected] #Pensions #NextGenFinance #PensionsforPurpose https://ow.ly/fIiX50SyQGY

Three things pension leaders can do to boost EDI http://ow.ly/Ey9q105oOP9 NextGen - Pensions chair Matt Dodds says the pensions sector is at a "critical juncture" for equity, diversity, and inclusion (EDI) - noting that, while milestones such as the launch of The Pensions Regulator's 2023 guidance have helped raise much-needed awareness of this important issue, there is still a long way to go. In this article for Professional Pensions, Dodds says we need to see even more leaders and influential people stepping up to champion the benefits of diversity and pushing for progress on some of the barriers that still exist, often unintentionally. And he sets out three practical points to consider, starting with your own organisation. #EDI #Diversity #Pensions

Saville Assessment's strategic global partner, WTW, recently completed an interesting project using our Work Roles Team Effectiveness package with a pension trustee board. In this article, Employee Experience Director Sarah Gledhill and Head of Pensions Governance Jenny Gibbons share the importance of diversity on a trustee board, critical criteria for selecting the right psychometric solution, and insights from using Work Roles for a pension board effectiveness workshop. > https://ow.ly/CSAW50Tfapc < #Diversity #Leadership #Pensions #EDI #Psychometrics

Recent figures released by the Pensions and Policy Institute have starkly highlighted the gender disparities that simply mean women are so much worse off in retirement than men. Shockingly, they will need to work for an extra 19 years just to retire with the same pension savings as men. 😱 Women, on average, retire with pension savings of just £69,000, a figure that pales in comparison to the £205,000 average for men. We’re looking to run a series of workshops to support women looking to build their wealth, starting with the first one called “Pensions for Women” We’ll cover how to find lost pensions, reduce fees or even combine or collaborate with life or business partners so they can work together for a potentially better result. Comment below 👇 and let me know if you’d like to be added to the waitlist. Please share this initiative with a thought leader or influencer who would back the mission to get women’s pensions back on track. #financialindependence #genderwealthgap #womeninbusiness #financialliteracy #pensions #financialsecurity #investinwomen

The Pensions Equity Group ('PEG') was launched in May 2023 and is a coalition of over twenty leading pension companies and organisations, working together to tackle pension inequalities in the UK. They have recently published a new guide, 'Mind the Gap: Reducing the gender pension gap',  to help employers identify and reduce the gender pension gap, with statistics and advice on how to improve existing disparity between men’s and women’s pensions savings. I couldn't find their website to share the report, however, they've posted the PDF on their LinkedIn page which I'm resharing below. #pensions #genderpaygap #hr #employmentlaw

Pensions for Purpose is an impressive initiative, and it’s great to partner with them. Especially when we consider that one trend for the 2030s may be more societal inequalities, which increases the importance of community engagement and impact through investment in the 2020s.