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BT Pension Scheme

PRI reporting framework 2016

You are in Strategy and Governance » Implementation not in other modules

Implementation not in other modules

SG 11. ESG issues in strategic asset allocation (Private)


SG 12. Long term investment risks and opportunity (Private)


SG 13. Allocation of assets to environmental and social themed areas

13.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

13.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

2 % of total AUM

13.3. Please specify which thematic area(s) you invest in and provide a brief description.

Area

Asset class invested

Brief description of investment

BTPS acts in the best interests of its members and invests in the low-carbon economy where the Scheme’s long-term risk adjusted return requirements are met. To date dedicated investments have been made including but not exclusively as follows:

  • £350million allocation to a specialist global renewable energy manager; and
  • In 2011, BTPS and the UK Government seeded the Hermes GPE Environmental Innovation fund with £75million and £50million respectively making investments in UK-based, low carbon and clean technology funds.
  • £100m in a FTSE-All share carbon optimized index

13.4. Additional information [Optional].


SG 14. ESG issues for internally managed assets not reported in framework (Not Applicable)


SG 15. ESG issues for externally managed assets not reported in framework

15.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Private equity

We evaluate the quality of private equity manager's approach to RI both in the selection phase and monitoring stage.

Infrastructure

We evaluate the quality of infrastructure manager's approach to R Iboth in the selection phase and monitoring stage.

15.2. Additional information.


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