Responsible & Sustainable Investment (RSI) Committee

Help firms understand, implement and develop industry good practice guides for ESG

Industry challenge

Firms need to understand what is required of them under RSI.  This is not just UK, but EU wide. Firms are looking at TISA to develop recommendations for compliance with MiFID II suitability rules, disclosures to customers and the data required to ensure customers can make investment choices based on objective, comparable data.

Group purpose

The Responsible & Sustainable Investment (RSI) Committee aims to help firms understand, implement and develop industry good practice guides for ESG.

Areas of focus

The requirements for Responsible & Sustainable Investment (RSI) are known at very high level, but details, implementation timescales and reporting are not clear. The industry is seeking guidance on:
• Understanding
• Implementation
• Good practice
• Reporting disclosures

Good Practice Guides

Best Practice Guide to completing the European ESG Template (EET)

Good Practice Guide – Responsible & Sustainable Investing

Participating member firms

ACOLIN Fund Services AG
Aegon UK PLC
Allen & Overy LLP
Altus Limited
AQR Capital Management (Europe) LLP
Association of Investment Companies (AIC)
Aviva Investors
Aviva Plc
Baillie Gifford & Co
Barclays Wealth
Baringa Partners LLP
Brewin Dolphin Ltd
Brooks Macdonald Asset Management Ltd
Cambridge Sustainable Investment Partners Limited (CSIP) LTD
Charles Stanley & Co Ltd
Clim8 Invest
Colchester Global Investors Limited
Crealogix
Distributor Due Diligence Ltd
Dynamic Planner
Evelyn Partners
Eversheds Sutherland (International) LLP
FE Fundinfo
Forester Life

Hargreaves Lansdown
Impact Investing Institute
Invesco
JTC Group
Kandor Consultancy
Kroll
M&G Investments
Model Office
Morningstar UK Ltd
NextWealth
Norton Rose Fulbright
Optima Consulting Partners Limited
Pinsent Masons LLP
Quilter Cheviot Limited
R3 Limited
Rathbone Bros Plc
Revolut Ltd
SIX Financial Information
SRI Services
St James’s Place Wealth Management
Taylor Wessing
The Investment Association
UKSPA

Jeffrey Mushens, Technical Policy Director leads on this work at TISA

Chair: Robert Howard, Charles Stanley

Deputy Chair: Philip Spyropoulos, Eversheds Sutherland

If you are a TISA member, and would like to get involved with the RSI work, please get in touch

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