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Church of England Pensions Board

PRI reporting framework 2017

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Process for engagements conducted via collaborations

LEA 05. Process for identifying and prioritising collaborative engagement

New selection options have been added to this indicator. Please review your prefilled responses carefully.

05.1. Indicate whether your organisation has a formal process for identifying and prioritising collaborative engagements

05.2. Describe the criteria used to identify and prioritise collaborative engagements

05.3. Additional information [Optional]

As already stated we use our policies to determine our engagement priorities and thereafter assess the most effective way that we can support engagement to make genuine change in company behaviour.

LEA 06. Objectives for engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Indicate if you define specific objectives for your engagement activities carried out collaboratively.

06.2. Indicate if you monitor the actions companies take following your collaborative engagements.

06.3. Indicate whether your organisation defines milestones and goals related to engagement activities carried out via collaborations.

06.4. Indicate if you do any of the following to monitor and evaluate the progress of your collaborative engagement activities.

06.5. Additional information. [Optional]

Where the Pensions Board are part of a systematic engagement programme then monitoring and evaluation will be by the collaborative group in the first instance. We will actively participate in this process ensuring clear focus and objective. The systematic collaborative programme in which we participate will normally be subject to evaluation against external data - for example improvements in CDP or FTSE ESG ratings. In the case of the Church Investors Group climate change programme the effectiveness of the engagement programme has been evaluated academically and independently by the University of Edinburgh.

In addition the Engagement Team will assess against their own expectations the effectiveness of collaborative engagements. This will determine the prioritisation of engagement resources and input into the respective initiative. We also are conscious that we can maximize our impact through effective targeting of our engagement and participation.

Over the past year on climate change we have developed a major undertaking - The Transition Pathway Initiative (TPI) to have a transparent and academically robust tool to assess company performance against which we will target our engagement with other asset owners.