About this episode

The episode discusses the integration of responsible investment into fiduciary decision-making by a large pension plan.

In this episode, Cambria Allen-Ratzlaff , Interim CEO at the PRI, is joined by Mark Anson , Chair of the Investment Committee, and Hershel Harper , Chief Investment Officer at the UAW Retiree Medical Benefits Trust . A PRI signatory since 2010, the Trust has long been recognised for its leadership in responsible investment, stewardship and manager engagement. Together, they explore how a large, closed pension plan integrates responsible investment into fiduciary decision-making, covering human capital management, energy transition risks, data centres, manager selection and the role of ESG data. Overview Drawing on decades of experience across public pensions, endowments and foundations, Mark and Hershel reflect on how responsible investment has evolved from a niche concern to a core part of managing long-term risk and return. The conversation highlights how the Trust approaches stewardship not as a values exercise, but as a practical way to strengthen governance, resilience and performance, always grounded in its obligation to deliver healthcare benefits for retirees. Detailed Coverage Human capital as a core asset The guests discuss why workforce practices, board quality and…

People in this episode

Host: Cambria Allen-Ratzlaff

Guests: Mark Anson, Hershel Harper

Topics covered

• active engagement
• manager selection
• human capital management
• responsible investment
• fiduciary decision-making
• energy transition risks
• ESG data

Keywords

• responsible investment
• stewardship
• long-term risk
• healthcare benefits
• governance
• workforce practices
• board diversity

Mentioned in this episode

Organizations: UAW Retiree Medical Benefits Trust, PRI

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