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Barclays Asset Management Limited

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]

BAML is a new signatory and this is the first reporting year, but we have joined the Asset Allocation Working Group.

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]

Barclays is a Signatory of CDP since 2016 and for 2017 with a rating of B.

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]

Barclays has been a member of GIIN since 2017 and have participated in Network activities / events. E.g we provided input to the GIIN strategy for reshaping financial markets research.

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]

          UKSIF membership
        

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]

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]

          Banking Environment 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]

          Impact Management Project
        

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]

Sponsor of The Impact Management Project, and lead facilitation work around client workstream.

          UK National Advisory Board on Impact Investing
        

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 CEO of Wealth was on the Advisory Board, the Head of Impact Investing was a member of the Steering Group and two (of three) workstreams – Advice & Distribution and Product. Additionally, the Head of Behavioural Finance was part of the third workstream – on Customer Insight.

          UK Government Green Finance Task Force
        

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 Head of Barclays’ Green Banking Council is a member of the Green Finance TaskForce.


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

          We are sponsors of The Impact Management Project – a global effort coordinated by Bridges Impact+ team of over 700 organisations to establish common language for impact/ responsible investing. 

Sponsor of the Financial Times ‘Investing for Global Impact’ report – the largest annual global survey of high-net worth, and ultra high net worth individuals, families, family offices, and family foundations on their activities in both philanthropy and impact investing/ responsible investment.
        

Frequency of contribution

Description

          Raising appointed manager expectations
        

Frequency of contribution

Description

          During 2017, we participated in nine conferences including:
Impact Investing World Forum (Mar 17)
Social Stock Exchange – Family Offices Conference (May 17)
Cabinet Office & World Economic Forum – Exploring Impact Investment for the Mainstream (May 17)
The Economist - Impact Investing Conference 2017 (Jun 17) 
University of Oxford & Palladium – Impact investing in Emerging Markets (Jun 17)
Financial Times Investing for Good Europe Event (Sep 17)
Barclays Unreasonable Impact World Forum (Sep 17) 
UK Community Foundation Conference (Sep 17)
Toniic Annual European Gathering (Dec 17)
        

Frequency of contribution

specify description

          Wrote and published articles on responsible investment in client communications
        

Description

          As part of our quarterly Compass publication, which is provided to several thousand clients, specific responsible investment articles were written to raise awareness and understanding for clients and colleagues.  

Q1 New possibilities with Impact Investing – clarifying the role and use of responsible investment practices. 

Q4 Impact investing through public markets – explaining the use of ESG considerations for listed securities.
        

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]


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


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