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TPT Retirement Solutions

Responsible investing

Responsible investment at TPTIM

Responsible investment (RI) is the integration of environmental, social, and governance (ESG) factors into the investment process, and is heavily reliant on an active ownership approach.

At TPTIM, RI is an integral part of our strategy. We believe that ESG considerations can impact both risks and returns, and shape the long-term performance of investments. By addressing and incorporating ESG factors into the work we do, we strive to deliver sustainable value for our clients while contributing to a better world.

We believe that managing long-term value requires a balanced and holistic approach that takes into account risks and opportunities, and delivers both financial returns and positive impact.

Download TPTIM's Responsible Investment Framework
Two employees at a windfarm at sunrise

Our commitment to responsible investment is underpinned by three core pillars:

  • ESG integration

    We take a comprehensive approach to investment management, integrating ESG factors across different asset classes and strategies. The depth of integration varies based on the strategy but all investments are assessed through an ESG lens. 

    This helps to position our clients’ portfolios to achieve resilient, long-term returns, but also contributes to a fairer, more sustainable future. 

  • Active ownership

    As responsible stewards, we focus on transparency, active engagement, and driving positive change. Through active ownership, we aim to steer improvements in areas such as climate action, nature recovery, human rights, and good governance.

  • Collaboration

    We work closely with our clients to align their investment portfolios with their RI goals.

    We also collaborate with other investors, market participants, and industry bodies to amplify our voice and influence. Education and training are central to our efforts, allowing us to continuously evolve and contribute to advancing RI practices. 

  • See the work we’re doing for our Master Trust clients under the DB Complete proposition

    Find out more

Voting disclosure

TPTIM believes that proxy voting is a crucial tool for shareholder advocacy and stewardship. We work closely with external managers to ensure that votes cast are aligned with our ESG principles.

Investment managers are required to submit data on their voting activities quarterly. This reporting allows us to monitor voting alignment, review key voting decisions and assess adherence to our RI Framework.

To view our voting disclosure please download the file below which includes a search by company feature.

Downloads Doc type Size
TPTIM Voting Disclosure (opens in new tab)
XLSX 8209.4 KB

Reports

Downloads Doc type Size
TPTIM Active Ownership Review Q4 2024 (opens in new tab)
PDF 1485.8 KB
TPTIM Active Ownership Review Q3 2024 (opens in new tab)
PDF 4178.0 KB

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