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Uniting Financial Services

PRI reporting framework 2018

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Cash

Cash holdings are invested in the four major Australian Banks. UFS rates each of these orgnisations from A to E using the CAER Ethical/ESG Ratings scale to ensure they meet the Ethical requirements of the Church's policy.

Other (1) [as defined in Organisational Overview module]

Assessment of Commercial Lending portfolio exposures. Each loan is assessed for tenancy exposure to ensure that there is no tenant that will not meet our Ethical policy guidelines. 

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - SSA

A sustainable investment committee has been established to address this issue for our Domestic Fixed Income Manager.

A Ethical Monitoring Group has been established to address this issue for our International Credit Manager. 

Fixed income - Securitised

A sustainable investment committee has been established to address this issue for our Domestic Fixed Income Manager

A Ethical Monitoring Group has been established to address this issue for our International Credit Manager

Property

The Synod Ethical Investments Monitoring Committee addresses this issue.

Infrastructure

The Synod Ethical Investments Monitoring Committee addresses this issue.

17.2. Additional information.


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