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Joseph Rowntree Charitable Trust

PRI reporting framework 2019

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Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We support clearing house initiatives which are relevant to our areas of interest.  In the year we supported the Stewart Investors Plastic Pellets in the Supply Chain initiative and the 2018 Global Investor Statement to Governments on Climate Change.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are a member of CDP.

We generally supported CDP's initiatives on climate change during the year and specifically supported the 2018 Global Investor Statement to Governments on Climate Change.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are a member of the IIGCC.

We generally supported IIGCC initiatives during the year and specifically supported the 2018 Global Investor Statement to Governments on Climate Change.

 
          Church Investors Group (CIG)

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are a member of the CIG.

We are an active member of the CIG and serve on its board.  We led on a session on power and accountability in the technology sector at the CIG annual conference and contributed to the development of the CIG's new strategy for 2019-2021 focusing on 'Stranded Humans'.

We supported all the various engagement activities that the CIG undertook during the year.

SG 09.2. Assets managed by PRI signatories

Indicate approximately what percentage (+/- 5%) of your externally managed assets under management are managed by PRI signatories.

100 %

SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description 

          Through our Power and Accountability grant programme we contribute to the debate on responsible investment issues. In the year we awarded new grants to the Association of Member Nominated Trustees, Corporate Watch, the Fair Tax Mark, Preventable Surprises and the Trade Justice Movement.

Frequency of contribution

Description 

          We provide ad hoc support to academic researchers and students, answering questions and completing surveys about responsible investment. In the year we met with a PhD student from Edinburgh University who is researching impact investing.

Frequency of contribution

Description 

          We promote transparency and the disclosure of responsible investment practices through various peer group networks including the Church Investors Group and the Finance, Information, Resources and Management group (c/o Association of Charitable Foundations). We were active within those groups throughout 2018.

Frequency of contribution

Description 

          In 2018 the Head of Finance spoke at the Ethical Finance Conference in Edinburgh about our sustainable investment journey and at the Church Investors Group's annual conference on power and accountability in the technology sector.

Frequency of contribution

Description 

          In 2018 we developed a paper on our expectations of our fund managers in relation to power and accountability in the technology sector which we published on our website.

Frequency of contribution

Description 

          We encourage the adoption of the PRI through our investment strategy which is published on our website and shared with other investors seeking our advice.

Frequency of contribution

Description 

          The Head of Finance wrote two articles on responsible investment:
- How JRCT divested from fossil fuels: Charity Finance April 2018
- A Brave New World?: Trust and Foundation News July 2018

Frequency of contribution

Description 

          We served on the board of the Church Investors Group which represents institutional investors from many mainstream Church denominations and church related charities. Its aims are to encourage the formulation of investment policies based on Christian ethical principles, to encourage responsible business practice through engagement with company managements and to share information and views on ethical matters related to investment. The CIG has 67 members, predominantly drawn from the UK and Ireland, with combined investment assets of over £21bn.

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

 

 

SG 11. Dialogue with public policy makers or standard setters

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

If yes

11.2. Select the methods you have used.

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

provide URL http://www.iigcc.org/files/publication-files/GISGCC_FINAL_for_G7_with_signatories__update_4_June.pdf
provide URL http://www.g20.utoronto.ca/2018/buenos_aires_leaders_declaration.pdf
provide URL

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

Climate change issues.
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