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Church of England Pensions Board

PRI reporting framework 2018

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

01.3. Additional information. [Optional]

We provide pensions for retired clergy as well as those that work for the Church of England.

The Board i also a charity that provides retirement housing for retired Church of England clergy. 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United Kingdom

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

22 FTE

02.4. Additional information. [Optional]

  • 4 directly employed investment staff
  • 1 pension fund accountant
  • 15 pension managers and administrators
  • 1.5 FTE staff that undertake voting, screening and engagement
  • 0.5 FTE staffing towards the jointly provisioned Church of England Ethical Investment Advisory Group (EIAG).  The EIAG develop the ethical investment policy advice for the Pensions Board, the Church Commissioners and the CBF Church of England Funds.

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

AUM does not include an insurance company 'buy-in' contract valued at £103m.


OO 06. How would you like to disclose your asset class mix

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

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 >50% 56
Fixed income 0 0 10-50% 23
Private equity 0 0 0 0
Property 0 0 <10% 9
Infrastructure 0 0 <10% 5
Commodities 0 0 0 0
Hedge funds 0 0 <10% 3
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 <10% 4
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

The allocation to fixed income includes the following asset classes:

  • UK Gilts (index-linked and nominals)
  • UK Gilt repos
  • Corporate and supra-national bonds
  • Emerging market sovereign bonds denominated in local currency
  • Privately arranged loans to small US companies

Listed equities includes:

  • Common stock
  • Equity index futures

Property is wholly invested in funds (closed and open-ended)

Infrastructure is investments in closed-end funds of privately owned infrastructure equity

 

 

 


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market (Private)


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