Case Study: UK Manufacturing Company Pension Scheme strengthens responsible investment engagement with Hymans Robertson

UK Manufacturing Company Pension Scheme deepens RI engagement over 3 years with Hymans Robertson

The pension scheme of a UK manufacturing company faced the challenge of restructuring its investment strategy to close a funding gap, initially viewing responsible investment (RI) as a low priority. Investment adviser Hymans Robertson was appointed to help meet the Scheme's financial and regulatory needs.

Hymans Robertson gradually raised the importance of RI through training and by incorporating it into meeting agendas. This culminated in a scheme-specific RI and climate-risk report, which helped the trustees identify risks and outliers within their portfolio. The analysis provided by Hymans Robertson shifted the trustees' attitude, giving them a basis to challenge their asset managers and begin building a more focused stewardship program, leading to a tangible change in their engagement with responsible investment.