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Trust Waikato

PRI reporting framework 2018

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Governance level training on RI Incorporation

Progress achieved

  • Attendance by senior management at investment governance training, including coverage of RI incorporation;
  • Held in-house investment governance workshop for trustees, which included coverage of RI incorporation.

Financial performance of investments

ESG characteristics of investments

Key performance indicator

          Continue to implement exclusion policy in directly held Australasian equities and fixed interest.

Progress achieved

Have exclusion policies (armaments, gambling, alcohol and tobacco) with two fund managers of Australasian equities and New Zealand Fixed Interest.  These are monitored via monthly reporting.  

Other activities

Key performance indicator

          Provide opportunities for senior management and trustees to attend RI conferences.

Progress achieved

Chief Executive and two trustees attended PRI conference in Singapore, September 2016. Staff attended RIAANZ conference Auckland, November 2016. 

Staff attended RIAA conference, Sydney, November 2017.

06.2. Additional information.