Pension funds globally are leveraging Environmental, Social, and Governance (ESG) factors to enhance investment performance and drive sustainable change. This white paper explores cutting-edge ESG strategies and showcases success stories from leading pension funds in the Netherlands, Sweden, Norway, and the US. Discover how these funds are transforming their portfolios with ESG screening, thematic investing, and active engagement, achieving both financial gains and positive societal impacts.

Navigating the complex and ever-changing landscape of pension fund regulation is crucial for safeguarding beneficiaries' interests and maintaining fund integrity. This white paper examines key regulatory changes in the US, EU, and UK, including the DOL Fiduciary Rule, SECURE Act, IORP II Directive, SFDR, and Pensions Schemes Act 2021. Through detailed case studies, it highlights the challenges and strategies for compliance, governance, and operational adjustments. Discover how pension funds can leverage Regulatory Technology (RegTech), adopt phased compliance approaches, and develop robust ESG policies to enhance governance and efficiency.