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Central Finance Board of the Methodist Church / Epworth Investment Management

PRI reporting framework 2018

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Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

The Central Finance Board of the Methodist Church, and its sister organisation Epworth, seeks to:

  • provide a high quality investment service seeking above average returns
  • follow a discipline in which the ethical dimension is an integral part of all investment decisions
  • construct investment portfolios consistent with the moral stance and teachings of the Christian faith
  • encourage strategic thinking on the ethics of investment
  • be a Christian witness in the investment community

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].

Our full range of position papers and policy papers are available on the websites of both the Central Finance Board of the Methodist Church and Epworth Investment Management.


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

The Central Finance Board of the Methodist Church and Epworth have implemented an organisational structure and a number of procedures so as to ensure that conflicts of interest are prevented from giving rise to a material risk of damage to the interests of its clients.  We have a conflicts of interest register that is maintained by our Compliance Officer, which provides details of potential conflicts between the organisation and its clients, and how they are managed.

Where there is a potential conflict between the activities of an Epworth client and ethical policies, the matter is referred to the Epworth Board on a case by case basis.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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