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Central Finance Board of the Methodist Church / Epworth Investment Management

PRI reporting framework 2018

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Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the roles present in your organisation and for each, indicate whether they have oversight and/or implementation responsibilities for responsible investment.

Roles present in your organisation

          Head of Research
        

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

The CFB Council, which oversees the activities of  the organisation have an ethical pledge, which states that "the securities held by all CFB funds will, to the best of our ability, be in line with the ethical policy of the Methodist Church".  Ethical investment is integral  to our work and consequently members of staff who have oversight/accountability responsibilities for investment portfolios implement the ethical policies on a day to day basis.  We have a monthly ethics meeting which brings the entire team together to discuss the relevant ethical issues.  All team members contribute into the meeting.  Minutes of the meeting are viewed by the CFB Council.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

10 Number

07.4. Additional information. [Optional]

We operate on a fully integrated basis, whereby ethical issues are considered alongside financial issues by a single team.  All of the investment staff are involved with the ethical work as part of their normal responsibilities.  This reflects our belief that responsible investment issues share equal importantance with financial issues. In addition to the 8 full time members of staff involved in investment, two part time members of staff (total 4 days per week) assist with engagement programmes. 
 


SG 07 CC. Climate-issues roles and responsibilities (Private)


SG 08. RI in performance management, reward and/or personal development (Private)


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