Securities lending best practice and meeting the expectations of the 2020 UK Stewardship Code
The 2020 version of the UK Stewardship Code sets high expectations for how investors, and those that support them, invest and manage money on behalf of UK savers and pensioners, and how this leads to sustainable benefits for the economy, the environment and society.
Yet in its Review of Early Reporting published on 30th September 2020 the Financial Reporting Council noted that in general signatories’ approaches to stock lending had been under-reported. This session will explore what best practice securities lending programme oversight looks like and how signatories to the Code can enhance their Code reporting to satisfy the raised expectations of the FRC.
RecordedNov 19 202061 mins
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Defined benefit transfers continue to make headline news in the financial services industry
Sir Steve will provide an update of the recent changes in legislation, share his own views and be available for questions online
Anish Rav, Head of Client Strategy, Atlas Master Trust
Anish Rav, Head of Client Strategy, will discuss Atlas’ forthcoming white paper on whether DC consolidation has to involve compromising quality and accepting standardisation. He will explain how moving to master trust does not mean employers having to accept a ‘one size fits all’ approach, the options available for delivering a tailored solution and how each employer’s objectives can still be recognised and met.
Mark Foster, Global Head of Pensions Solutions, Aberdeen Standard Investment
In this session, Mark Foster, ASI’s Global Head of Pension Solutions, will discuss the current increase in pressure on DC schemes to consider the impacts of ESG and what approaches could be taken to better integrate ESG considerations into their default and member selected investment offerings.
The current regulatory landscape for ESG and what schemes have been doing in response to regulatory changes (as well as examples of those that have been leading the way on ESG)
The key considerations schemes need to take into account when designing an ESG strategy
Barriers to greater engagement with ESG considerations
The need for schemes to monitor the engagement and stewardship activities being undertaken on their behalf by external asset managers