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Trustee Education

The CWC fosters international cooperation on trustee education through the exchange of information on research, pedagogy and curriculum.

Benefits that flow from such cooperation include improvements to how trustee education programs are designed and delivered. An emerging priority for our work is to consider the education needs of trade union pension experts and trustees in countries that have not yet or are just establishing pension plans.

Globally, trade union trustees are eager to gain the skills and knowledge they need in order to link retirement security with capital strategies that benefit workers and their dependents. Education builds the capacity and confidence of trustees to have a voice in the governance of the companies in which they invest and in the actions of the investment managers they hire.

Trustee Profile Series

The CWC is undertaking a new project to develop and disseminate a series of action profiles of how pension trustees deal with salient ESG issues at the board level. Please check back regularly for updates. 

Trustee Profiles

Pension Trustee Education and Leadership Resources

The CWC has compiled the following resources for pension trustees. If you have suggestions for additional or updated resources, please email: info (at) workerscapital (dot) org.

Responsible Investment

General

Fiduciary Duty

Investment Beliefs

Fund Managers

Proxy Voting

Codes and Regulations

Education

Fund Governance

 

Responsible Investment: General

Responsible Investment and Ownership: A Guide for Pension Funds in South Africa - IFC and the Principal Officers Association of South Africa (POA)

Responsible Investment Toolkit- Putting Responsible Investment Into Practice: A Toolkit for Pension Funds - Shareholder Association for Research and Education (SHARE- Canada)

Responsible Investment Trustee Best Practice Guide; RI Implementation Guide - ShareAction (UK)

Guidelines on Responsible Investment of Workers’ Capital - Japanese Trade Union Confederation (JTUC-RENGO)

Pension Fund toolkit - Eurosif

PRI Leitfaden: Handbook on responsible and sustainable investment - German Ministry of the Environment

 

Responsible Investment: Fiduciary Duty

Protecting our Best Interests: Rediscovering Fiduciary Obligation - ShareAction (UK)

The Kay Review of UK Equity Markets and Long-term Decision Making - UK Department for Business Innovation and Skills

Fiduciary II: Fiduciary Responsibility: Legal and practical aspects of integrating environmental, social and governance issues into institutional investment (2009) - United Nations Environment Programme Finance Initiative (UNEP FI)

Freshfields Report: A Legal Framework for the Integration of Environmental, Social and Governance Issues into Institutional Investment (2005) - United Nations Environment Programme Finance Initiative (UNEP FI)

Reclaiming Fiduciary Duty Balance paper (2011) James Hawley, Keith Johnson, Ed Waitzer - Rotman International Centre for Pension Management (Canada)

 

Responsible Investment: Investment Beliefs

Investment Belief Statements working paper ( 2012) Steve Lydenberg - Initiative for Responsible Investment at Harvard University

 

Responsible Investment: Fund Managers

Questions and Red Flags for Trustees - Trustee Leadership Forum, Initiative for Responsible Investment at Harvard University

Aligning Expectations: Guidance for asset owners on incorporating environmental, social and governance (ESG) factors into manager selection, appointment and monitoring - Principles for Responsible Investment (PRI)

Quizzing Fund Managers - National Association of Pension Funds (NAPF - UK)

 

Responsible Investment: Proxy Voting

Global Proxy Review - CWC

Trade Union Voting and Engagement Guidelines - Trade Union Share Owners (UK)

Proxy Voting Guidelines and Key Votes Survey - AFL-CIO (US)

Proxy Voting Guidelines- SHARE (Canada)

Proxy Voting Guidelines and Corporate Governance Principles - Ethos (Switzerland)

International Voting Alert Guidelines - ACSI (Australia)

 

Codes and Regulations

UK Stewardship Code - Financial Reporting Council (FRC)

Code for Responsible Investing in South Africa (CRISA) 2011 - Institute of Directors Southern Africa (IODSA)

Code for Responsible Investing in South Africa (CRISA) Code Summary - Labour Research Service

Inversión socialmente responsable en los fondos de pensiones de empleo (Socially responsible investing in occupational retirement funds) - statement from CCOO and UGT

Responsible Investment Codes - International Corporate Governance Network (ICGN)

Code of Conduct for Members of a Pension Scheme Governing Body (2008) - CFA Institute

 

Education

Trustee Director Learning Pathway - Australian Institute of Superannuation Trustees (AIST)

Trustee toolkit (free, online learning programme) - The Pensions Regulator (UK)

International Gateway for Financial Education - Organisation for Economic Co-operation and Development (OECD)

 

Fund Governance

Best Practice Policies for Trustees and Pensions Systems - American Federation of State, County and Municipal Employees (AFSME)

Fund Governance Framework for Not-for-Profit Superannuation Funds - Australian Institute of Superannuation Trustees (AIST)

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