Dalriada Trustees appoints Minerva as implementation statement partner

Dalriada Trustees has appointed Minerva Analytics as its implementation statements services partner to ensure that statements for all its clients fully comply with new pensions legislation.

Minerva Analytics will support the trustee firm in assessing its external asset managers’ environmental, social, and governance (ESG) voting and stewardship, ahead of the introduction of new investment disclosure requirements in October.

The external support will allow Dalriada to assess whether investment managers are acting in line with the agreed voting and engagement policy, in turn allowing the firm to better adapt or enhance their engagement with investment managers where needed.

This also follows the launch of the Pension and Lifetime Savings Association’s investment disclosure guidance, which aims to support trustees in meeting these updated requirements.

Commenting on the appointment, Minerva founder and CEO, Sara Wilson, noted that many pension schemes can find approaching ESG and stewardship “potentially overwhelming”.

She emphasised the importance of supporting trustees when navigating these areas and produce clear and independent analysis of good practice, noting that better insight often leads to better stewardship, and “a win:win for savers”.

Dalraiada Trustees director, David Fogarty, added: “Dalriada believes that integrating ESG factors into investment decisions will lead to better outcomes for pension schemes and their members.

“This is why Dalriada became a signatory to the Principles for Responsible Investment (PRI) and why we are committed to understanding what investment managers are doing with pension scheme members’ money and to influence their actions.

“We look forward to working with Minerva and ensuring that right across our client base our trustee responsibilities relating to implementation statements are carried out fully and that we use the analysis to drive better engagement going forward rather than just seeing this as a reporting exercise.”

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