How EasyRetire Outperformed Global ESG Benchmarks

Being a UNPRI signatory isn’t common - That’s the point

Where ESG meets accountability

The PRI is the world’s largest responsible investment reporting initiative, built with investors, for investors. It provides a global framework for ESG investing, then holds signatories accountable with an annual assessment across modules like strategy, stewardship, and asset class integration.

These results strengthen internal decision-making and stakeholder confidence. While the PRI Assessment Report remains confidential to signatories, the Transparency Report can be made publicly available to clients, partners and stakeholders.

EasyRetire sets the bar

According to the 2025 UNPRI Assessment Report, EasyRetireoutperformed the global median across every module. That includes equity and fixed income strategies, both active and passive, plus governance, strategy, and confidence measures.

This kind of consistency doesn’t happen by chance, it reflects a system-wide approach to ESG investing.

What the scores really say about our approach

1. ESG integration is deeply embedded across asset classes
   Across listed equity and fixed income, both active and passive, ESG integration is deeply embedded, not added on.
   
   
2. Stewardship That Doesn’t Stay Silent
   From proxy voting to policy engagement, our stewardship scores reflect a clear, active role in holding capital to account.
   
   
3. Governance With Direction, Not Decoration
   Our governance approach prioritises clarity, accountability, and alignment, which comes through in our PRI assessment outcomes.
   
   
4. Performance in Confidence Building Measures
   The Confidence Building Measures score demonstrates that our internal review mechanisms meet PRI’s expectations and support accountable investment practices.

At-a-Glance: 2025 PRI Results

EasyRetire outperformed the global PRI median across all assessed modules:

• Policy, Governance & Strategy — 66

• Listed Equity (Active) — 98

• Listed Equity (Passive) — 95

• Fixed Income (Active) — 97

• Fixed Income (Passive) — 85

• Confidence Building Measures — 80

Full results available in the 2025 PRI Assessment and Transparency Report.

Why This Matters for Investors and Partners

Being a PRI signatory holds us to a global ESG standard, but more importantly, it gives our investors clear signals that their capital is being handled with long-term responsibility, transparency, and care.

Whether you’re allocating retirement capital or reviewing your ESG strategy, these results show what our commitment looks like in practice.

This Is the Starting Line

We see this year’s results as confirmation that our foundation is strong. We’ll keep building: improving ESG data quality, pushing stewardship further, and making our reporting even clearer.

EasyRetire through RISE is built for long-term outcomes, and this is just one way we’re proving it.

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