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Service Providers Framework 2020

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Investment policy development

IC 06. RI and ESG in clients’ investment policy development

06.1. Indicate whether you incorporate ESG into your investment policy development services.

06.2. Describe how you incorporate ESG factors and RI-considerations when advising clients on investment policy development.

06.4. Additional information. [OPTIONAL]

Many of the considerations above form part of the work we carry out when doing routine reviews of pension scheme Statement of Investment Principles (SIP). Reviews of this document are carried out at least every three years or following a significant change in investment policy as trustees need to obtain and consider written investment advice when revising the SIP.

We cover ESG to a basic level in all of our investment principles work. For some clients we go into much more depth (either if a major review is required / identified by the client consultant or on client request). We cover all of the checked boxes but these should be viewed as a toolbox and the individual consultant is able to use discretion regarding the level of detail to go into.