This report shows public data only. Is this your organisation? If so, login here to view your full report.

West Midlands Pension Fund

PRI reporting framework 2017

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

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

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Mark Chaloner, the Fund's former Head of Investments, was on the Board of the PRI during the year in review. Mark has, however, since left the Fund.

The Fund's Responsible Investment Officer is actively involved in several collaborative initiatives with the PRI Engagements team. He is on the Listed Equity Integration Sub-Committee.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We participate in this initiative through our membership in LAPFF and through receipt and use of the GHG data set.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We participate in this initiative through our membership in LAPFF.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We participate in this initiative through our membership in LAPFF.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We signed the Fiduciary Duty in the 21st Century statement.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We participate in this initiative through our membership in LAPFF.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The Fund is an active member of the IIGCC, attending meetings, AGMs and webinars.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We participate in this initiative through our membership in LAPFF.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The Fund's Director of Pensions is the Treasurer of the Local Authority Pension Fund Forum and the Fund was a founding member of the organisation.

          UKSIF
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We participate in this initiative through our membership in LAPFF.

          National Association of Pension Funds
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          UK Pension Fund Roundtable
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Attendance at all Roundtable meetings, collaboration on engagement work, sharing expertise.

          Transition Pathway Initiative
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The Fund is a founder member of the TPI. The RI Officer is a member of the Technical Working Group.


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate which of the following actions your organisation has taken to promote responsible investment, independently of collaborative initiatives.

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

The following activities were undertaken during the year under review:

  • Provided detailed response to the recommendations of the Taskforce on Climate-related Financial Disclosures (TCFD), welcoming the recommendations
  • Provided support and training on RI to pooling partners
  • One of the leads in working with other LGPS schemes (in progress) to develop a procurement framework for Stewardship Services.  Further details here: https://www.responsible-investor.com/home/article/lgps_esg_procurement/
  • Worked with investment consultants to improve their responsible investment offering to pension fund clients
  • Encouraged fund managers to sign up to the PRI
  • Encouraged pooling partner to join LAPFF
  • Resolved that the pool will sign the PRI

SG 11. Dialogue with public policy makers or standard setters (Private)


Top