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

Related documents

Contact Details

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

professional.communities@actuaries.org.uk

Filter or search events

Start date
E.g., 22/01/2022
End date
E.g., 22/01/2022

Events calendar

  • Spaces available

    Over recent months there has been a sharp rise in M&A activity involving British businesses, with interest from overseas, domestic buyers and Private Equity investors.  

  • Spaces available

    Frank Redington is recognised as one of the most influential actuaries of all time. In this talk, Craig will review some of Redington's most important ideas. He will identify the consistent actuarial principles that form a common thread across the contributions Redington made to a broad range of actuarial fields, and will highlight the ongoing relevance of Redington's thinking to 21st century actuarial practice.

  • Spaces available

    The IFoA Mental Health working party look back over their week of blogs and podcasts considering all aspects of the relationship between mental health and life insurance. The expert panel spans adviser, underwriter and actuarial experience and they  explore triggers for purchasing insurance relating to mental health, the various routes to insurance and how these may be more suited to different people depending on their conditions and preferences, the products and processes involved in purchasing these as well as what claims and support are available to policyholders and how to access them.

  • Spaces available

    Part of the 'Finance in the Public Interest 2022' webinar series. If it was ever okay to consider your business in isolation from its surroundings, today it most definitely is not. Thinking about business within its surrounding system is now a necessity. The question we seek to discuss is: How should we prescribe the boundaries in which we consider problems to enable us to create better products and more resilient companies and systems?

  • Spaces available

    What will happen to DC pension savers who see life annuities as poor VFM but still want an income for life?  Pooled annuity funds could offer them a decent lifetime income while reducing significantly the complex choices and risk inherent in income drawdown.  They could be the next generation of CDC pension schemes, slotting into the existing DC framework as a post-retirement option.