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Uniting Financial Services

PRI reporting framework 2018

You are in Strategy and Governance » Governance and human resources

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

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

For externally managed funds each of our investment managers are provided with the Ethical/ESG Principles of the Church (in the Ethical and ESG Investment Policy). All managers are required to manage the portfolio within this policy. This is checked on a monthly basis and reported through to Board. Investments managed internally are invested within the Ethical/ESG Principles of the Church and actively monitored and managed on a daily basis. This is confirmed at month end and reported through to the Board.

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

4 Number

07.4. Additional information. [Optional]

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

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