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Stafford Capital Partners

PRI reporting framework 2018

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]

This year we continued to maintain a moderate level of involvement in the PRI’s activities. This is because we have broadened our interaction to affiliate bodies like the IIGCC (in Europe), IIGC (in Australia) and the RIAA.

Our continuing intention is that through the ESG Committee engagement and involvement with the Principles of Responsible Investment initiative will be intensified and utilisation of their resources deepened. We intend to engage external consultants with broad affiliations and connections to people and organisations promoting and pursuing responsible investing principles.

We tried for board representation to the IIGCC by nominating Stafford for the asset manager representation. Although we failed to elevate our candidate, we continue to have an acute interest in representation and committees.

 

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 continue to consider committees into which we can escalate our involvement in 2017, including submitting for board membership. 

We further strengthened our resources through the appointment of an external Chair to the ESG Committee who has collaborated and worked with the IGCC, IIGCC, CDP, Ceres/INCR and PRI investor groups and will seek opportunities for Stafford involvement in specific projects and working groups.

We tried for board representation to the IIGCC by nominating Stafford for the asset manager representation. Although we failed to elevate our candidate, we continue to have an acute interest in representation and committees.

 

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 are a supporter, in connection with being a signatory to PRI and AVCAL, and a member of the European IIGCC.

We participated in a few roundtable forums with the Investment group on Climate Change (Australia/New Zealand) dealing with the integration of Climate Change considerations into the investment process for real property assets, farmland and timber. 

          Independent Climate Council of Australia
European Cleantech LP Advisory Board
Support for the initiatives arising out of the Paris Commitments
        

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]

Membership to the Independent Climate Council of Australia, through the Head of Compliance, who is a member of the organisations' ESG Committee, to gain access to valuable research resources pertaining to an analytical understanding of the impact of Climate Change.

Through the Australian office, for part of the year the organisation continued membership with Philanthropy Australia and participated in forums and round tables on responsible and impact investing for philanthropies and non-for-profits.

Through Timberland service line, the organisation is also actively engaged in ensuring sustainable forest practices through appropriate certifications and memberships of their forestry external managers.


SG 09.2. Assets managed by PRI signatories (Private)


SG 10. Promoting RI independently

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

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          White Paper on the performance and merit of investing into the clean energy sector. 
Stafford Diary research paper presenting results of our biennial sustainable forest certification survey for Stafford timberland assets
Other Stafford Diaries, presenting case studies of our responsible investment efforts in timberland and agriculture. 
ESG opportunities in agriculture and timberland.  
Comparative approaches to ESG engagement and integration between Australia, EU and North America.
        

Frequency of contribution

Description

          Through our "Stafford Diaries" and making it available to clients and advisors, we share our experiences in responsible investment practices. 
During investment due diligence, we encourage third-party investment managers to pursue principles of responsible investment despite their non-affiliation to the PRI or similar organisations.
        

Frequency of contribution

Description

          Through our annual conference, inviting clients, their advisors and service providers, we speak about: (1) our policy and framework for responsible investing; (2) our products in sustainable capital investment or energy efficient infrastructure; (3) our approach towards engagement and incident intervention when “sensitive business case” issues arise.
        

Frequency of contribution

Description

          We have written White Papers, published through our Stafford Diaries, research into responsible investment approaches in real assets (timberland and agriculture). 

We have undertaken research into the medium and long-term investment efficacy into clean energy and the risks and opportunities of financial product design incorporating responsible investment practices.
        

Frequency of contribution

Description

          When encountering new and emerging managers, we educate and encourage their organisations to consider joining the PRI.
        

Frequency of contribution

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 Firm appointed an ESG Chair to the ESG Committee. The ESG is independent to the Firm and has credentials in responsible investing. Thus, the Firm has empowered the ESG Committee through the ESG Chair to promote responsible investment and to open opportunities for the Firm's active part of the investment decision process where sustainability (ESG issues) arise.  


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


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