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Uniting Financial Services

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

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.

Uniting Financial Services has been established to provide financial leadership and advice to the Synod. This includes the key role that UFS plays on the Ethical Investments Monitoring Committee (EIMC) and in championing the Church's investment approach.UFS achieves this by Managing the Church's funds professionally, prudently, ethically and profitability with due attention to the management of risk.

The policy of the Uniting Church in Australia (Synod of NSW and ACT) is to avoid making investments which encourage or profit from activities which create goods or services that have unacceptable harmful effects on people or the environment and which cannot be avoided by prudent, practical controls. Investments by any Church body are to be evaluated against the Principles contained in our Ethical and ESG Investment Policy and only those classified as positive or neutral may be undertaken. An Ethical Investments Monitoring Committee has been established to oversee the implementation of this Policy.

These rules apply to all kinds of investments, including, but not limited to shares, loans, fixed income securities, infrastructure and property, held directly or via a collective investment vehicle.

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]

The policy has 14 key principles that are closely aligned to the Sustainable Development Goals. The policy covers all asset classes and looks at investments with a positive, neutral and negative lens. In addition to this UFS implemented a fossil fuel divestment strategy in 2013 on a staged approach that is now fully implemented.


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.

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].


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.

A declaration must be made if there is any potential conflicts of interest and this is recorded on the agendas of the investment committee.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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