Pensions and charities: Why culture is the missing piece
Members of the ACT Stewardship Council explain how ACT and help charity trustees have an informed discussion around culture
Clients increasingly want to understand how their capital is deployed in underlying securities and firms, particularly in the pensions and charities sectors, but stewardship of those assets requires further development.
There is confusion around language and effective data points, and identifying useful qualitative evidence.
The ACT Framework can support these aspects and provoke informed discussion when analysing managers, as outlined by:
Paul Carne, EMEA delegated chief investment officer at Aon Investments
Debbie Clarke, non-executive director
David Coombs, head of multi-asset investments, Rathbones
Joanne Holden, head of manager research, Mercer
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