back Back

Cushon launches its new market-leading investment strategy

By Joy Dumasia

October 25, 2021

  • Asset Management
  • Cushon
  • Digital Investments

The Trustees of the Cushon Master Trust, the world’s first net-zero pension, have unveiled their new investment strategy to further improve engagement levels and, ultimately, member outcomes. The new strategy, which launches in early 2022, will reduce investment risk as the world moves towards a greener future.

Cushon’s new strategy aims to increase the potential for greater investment returns by focusing on greener companies that are generally expected to perform better in the longer term. Cushon’s 200,000 members’ pensions will be invested in environmental projects such as planting new sustainable forests and financing new wind and solar farms. To ensure strong returns for members, the Trustees will, for the first time, include private market investments in both developed and emerging markets.

The Trustees will work with Schroders Capital, which has $70 billion of assets under management and is the private markets investment division of Schroders, the global asset management group, to manage investments in new high impact projects, including sustainable infrastructure, cleantech, natural capital, financial inclusion and climate insurance, as well as social and affordable housing.

Lombard Odier Investment Managers will manage listed bonds focusing on the most promising companies accelerating towards net-zero to support that transition. Wellington will manage listed social impact bonds, and listed equities will manage listed equities to a Cushon custom-designed climate and social impact index created by Solactive.

Roger Mattingly, Chair of the Cushon Master Trust, said: “The changes announced to our investment strategy demonstrate our commitment to sustainability and responsible investment, which we believe supports better long-term financial outcomes for our members. We have spent considerable time undertaking due diligence of the investments and fund managers, as well as negotiating costs to ensure that we can include private market investments well within the confines of the charge cap. We are certain the new investment strategy will deliver excellent retirement outcomes for our members.”

Previous Article

October 25, 2021

BankSathi raises INR 40 million funding from Hem Angels and others

Read More
Next Article

October 25, 2021

Productiv revolutionizes the digital work experience with SaaS intelligence platform

Read More

IBSi Daily News Analysis


July 19, 2024

Asset Management

SMEs leverage cloud to gain competitive edge, study shows

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News

July 19, 2024

Airwallex obtains AFSL for expansion into retail investment offering

Read More

July 18, 2024

DIFISOFT & Quantit develop AI-based financial solutions in Southeast Asia

Read More

July 17, 2024

Webull UK launches Webull Savings

Read More

Related Reports

Sales League Table Report 2024
Know More
Global Digital Banking Vendor & Landscape Report Q2 2024
Know More
NextGen WealthTech: The Trends To Shape The Future Q4 2023
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q1 2024
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
Get your copy now! IBSi Sales League Table 2024