SI Group-UK, Ltd Pension Plan
Climate Impact & Sustainability Data (2023)
Reporting Period: 2023
Environmental Metrics
ESG Focus Areas
- Environmental, Social, and Corporate Governance (ESG)
- Stewardship
- Climate Change
Climate Goals & Targets
Environmental Challenges
- Inflation risk
- Currency risk
- Credit risk
- Equity market risk
- Investment manager risk
- Longevity risk
- Regulatory and political risks
- Liquidity risk
- Concentration risk
Mitigation Strategies
- Investments in bonds and gilts (or derivatives providing similar exposure) via pooled funds
- Investing in pooled funds that have a diversified exposure to different credit issuers
- Hedging around 65% of overseas exposure within the equity portfolio
- Investing in a broad range of global equities
- Written advice from a suitably qualified individual before appointing an investment manager, regular monitoring of the investment manager
- Current buy-in policy with Aviva Annuity UK Limited
- Appropriate amount of liquidity across the Plan
- Overall investment arrangements intended to provide an appropriate spread of assets by type and spread of individual securities within each asset class
- Range of funds across various asset classes, lifestyle strategy that aims to reduce overall investment risk as the member approaches retirement