In March 2021, we investigated how you, as an employee or pensioner, think about risk and sustainability. How much risk is the Pension Fund Recreation allowed to take with its investments? And how important is a sustainable policy to you? We would like to tell you more about the results of the research and what this means for our investment policy.
The desire: sustainability and low risk
The research shows that the risk appetite of employees and pensioners is relatively low. What does that mean? Employees and pensioners want to take relatively low pension risks. They do not want the pension fund to take a lot of risks with its investments.
More than half of the research participants find it important that the Pension Fund Recreation considers sustainability. Notably, 66% say they are not at all familiar with the Updates sustainability policy. The coronavirus crisis has a limited impact on opinions about sustainability.
Where should the pension fund invest?
Does investing in sustainable companies and countries yield better results for the pension fund and ultimately for your pension? A remarkably large portion of the research participants have no opinion on this. However, 44% of participants say: do not invest in companies that do not respect human rights. Or in companies that violate other general principles.
Investing in companies involved in the production or trade of weapons? No, says 28% of the participants in our research. We also asked if they would sacrifice some pension for more sustainability. Opinions are divided on this.
Investment policy under review again
We asked over 9,000 people to participate in the research. Of those 9,000, 671 employees and pensioners (44% men and 56% women) completed the questionnaire entirely. That is sufficient for reliable research. We can therefore use the results.
Therefore, the board of the Pension Fund Recreation will review the investment policy based on the results. Is the Updates policy not in line with the preferences of the employees and pensioners? Then we will, of course, adjust our sustainability policy!
Source: Pension Fund Recreation
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