Environmental, social and corporate governance (ESG) issues are increasingly acknowledged as important investment considerations. Reporting to the Resource and Environment (R and E) Board and the Finance and Investment (F and I) Board, the ESG Investment Working Party works to co-ordinate and expand the Institute and Faculty of Actuaries’ (IFoA’s) ESG-related investment activities and advance actuarial capacity in this field.

Key objectives:

  • Assess the current state of ESG Investment knowledge and expertise among actuaries and identify what additional CPD activities would be desirable (if any)
  • Facilitate CPD opportunities (e.g. events, online learning, reading material) to address any ESG Investment knowledge gaps identified
  • Identify and support opportunities for actuaries to inform the debate on ESG Investment topics
  • Establish a pool of volunteers that can assist with ESG-related tasks, e.g. preparing consultation responses and policy briefings
  • Identify opportunities for actuarial involvement in external ESG initiatives and match these with volunteers
  • Identify possible research topics relating to inclusion of ESG in investment processes, in light of member needs, the IFoA’s public policy priorities and research being carried out elsewhere
  • Initiate IFoA working parties to address ESG Investment research needs that have an actuarial slant and so are better suited to IFoA research than external collaboration
  • Maintain a dialogue with the R&E and F&I Boards to ensure the working party’s activities are aligned with the Boards’ broader objectives
  • Liaise with others as appropriate, both within and outside the IFoA, on areas of mutual interest to increase effectiveness and avoid duplication of effort

Download the ESG Working Party Terms of Reference.

Outputs:

 

Chair Claire Jones
Membership 10
Established 2017

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Contact Details

If you want more information about this research working party please contact the Communities Team.

professional.communities@actuaries.org.uk

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Events calendar

  • Spaces available

    A panel discussion with investment representatives discussing the impact of investment on climate change and vice versa.

    This event is part of The Road to Glasgow: IFoA’s Sustainability Thought Leadership Series which will provide a platform for prominent contributors so that our members and others can understand the perspectives of a wide range of parties interested in the climate debate.

  • Spaces available

    Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.

  • Spaces available

    How governments and societies collectively respond to the climate crisis is increasingly being analysed through the lens of intergenerational fairness. Our expert panel will assess and explore the extent to which inter-generous fairness is being considered in climate policies, the lessons from those countries who are leading the way on fairness and justice in climate interventions, and more.

  • The Growth Mindset for Actuaries

    13 October 2021 - 8 December 2021

    Spaces available

    This practical course is aimed at actuaries at any stage of their career who want to develop their own growth mindset and apply it to their work setting and personal or professional lifelong learning. The content of the course builds on the lecture given by Dr Helen Wright on Growth Mindset as part of the President’s 2021 Lecture series, and will be delivered over a period of 2 months, from mid-October to early December.

  • Spaces available

    The climate crisis and the degradation of our planet will affect societies everywhere. How we address these threats will require solutions that transcend borders. As a global profession, the actuarial community is well-placed to consider and propose effective risk management solutions to help manage the climate crisis.

  • Spaces available

    Content will be aimed at all actuaries looking to understand the issues surrounding mental health in insurance and in particular those looking to ensure products and processes widen access for, and are most useful to, those experiencing periods of poor mental health.