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Thank you for agreeing to participate in Big Society Capital and Pensions for Purpose’s social impact research (survey).

The output of this research will be used to publish a report on the social impact investment activities pension funds are undertaking and presented at a research event in February 2022 for all those who have taken part.

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* 1. What is your name?

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* 2. What is the name of your organisation?

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* 3. What is your role?

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* 6. What is the size of your scheme in £m?

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* 7. What is your current asset allocation in the following? Please provide % of total portfolio.

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* 8. What is your target allocation (%of total portfolio)? If you are a DC fund, please answer in relation to your default offering.

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* 9. What proportion of your investments are made via pooled funds versus segregated mandates or separately managed accounts (%)?

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* 10. Do you currently have any impact investments?


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* 11. If yes, who or what is the primary driver for the decisions on impact investing?

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* 12. What proportion of your AUM is invested in impact investments (%)?

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* 13. Is this allocation via pooled funds or separately managed accounts (please state in £m)?

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* 14. Do you have or are you looking at impact investments in the UK?

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* 15. Have you considered the UN Sustainable Development Goals in your investment objective setting?

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* 16. If yes, which SDGs are/have you targeted?

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* 17. Please could you provide a statement on how you have categorised impact investments in your portfolio? (You can provide your investment policy/strategy statement)

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* 18. If you have not included impact investments, please explain why?

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* 19. To date, more capital has been invested in environmental impact investments compared to social impact investment. 

Why do you think this is?

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* 20. Some social impact investments are more relevant for pension funds largely driven by investor appetite for long dated investments with inflation linked income and low volatility. For example, social impact bonds / social outcomes contracts, social and affordable housing, social infrastructure, etc.

Have you invested in any of the following?

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* 21. If not, do you plan on investing in these areas in the next 12 months?

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* 22. Have you received any training on environmental or social impact investments?

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* 23. Would you like to receive further training and for who?

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* 24. Would you like to know more about the results of this survey on social impact investment? Please provide your email address if you would like to receive the survey report and/or attend the event at which the results will be shared.

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