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Australian Catholic Superannuation and Retirement Fund

PRI reporting framework 2019

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation undertakes scenario analysis and/or modelling and provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe In determining SAA and stranded assets etc

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]

When investing in emerging markets we expect the managers to take ESG factors into account.


SG 13 CC.


SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

Please explain why not

n/a

14.5. Additional information [Optional]


SG 14 CC.


SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

10 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

Asset class invested

11 % of AUM

Brief description and measures of investment

This is actually a private equity investment in the Generation Climate Solutions Fund.

They invest in private equity, restricted public equity and unrestricted public quity. This strategy is focused exclusively on deploying capital into companies that are part of the transition from a high-carbon to a low-carbon economy. Generation has prioritized four initial areas of focus for the Climate Solutions product: Renewable Energy Generation and Distribution, Energy Efficiency and Demand Destruction, Carbon Markets and Climate-Related Financial Services Solutions for the Biomass Economy.

ACSRF also invests in an Energy Infrastructure Trust which has investments in wind farms among other energy assets and is a cornerstone investor in Australian enewable Infrastructure Trust

 

Asset class invested

11 % of AUM

Brief description and measures of investment

Renewable infrastructure, wind farms, alternative power generation, 9% pa yield

Asset class invested

11 % of AUM

Brief description and measures of investment

The Sustainable Agriculture Fund (SAF) is an unlisted investment fund which owns and operatesfarms throughout Australia. The investment strategy is to farm sustainably and diversify investments:

  • by sector - core investments, cropping, livestock
  • by location - throughout Australia
  • by water source

15.4. Please attach any supporting information you wish to include. [OPTIONAL]



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