The Investment Team presented a range of investment manager ideas from our green-rated sustainable passive equity funds. This list includes funds which either focus on tilting towards climate risk-aligned companies, or tilt towards companies which score highly in terms of broader ESG risks. 

The client expressed a preference for climate risk alignment and therefore selected a fund constructed using the Transition Pathway Initiative (TPI) methodology for company assessment – this favours companies best placed for the transition to a low-carbon economy, over and above companies which simply have lower current emissions. The fund also applies appropriate exclusions to the worst offending companies but prefers to remain invested with certain companies to improve their practices. Once agreed we were able to transition the scheme’s passive equity allocation into the climate-aware fund quickly and at minimum cost with the support of our specialist Transitions Team.