Public HTML RI reports - PRI reporting framework 2019

Joseph Rowntree Charitable Trust

PRI reporting framework 2019

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18]

Indirect – Manager Selection, Appointment and Monitoring

Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]

Direct - Hedge Funds

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Strategy and Governance » Communication

Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Caution! The order in which asset classes are presented below has been updated in the online tool to match the Reporting Framework overview.
If you are transferring data from an offline document, please check your response carefully.

Selection, Appointment and Monitoring

Do you disclose?

We do not disclose to either clients/beneficiaries or the public.

We disclose to clients/beneficiaries only.

We disclose to the public

The information disclosed to clients/beneficiaries is the same

Yes

Disclosure to public and URL
Disclosure to public and URL How responsible investment considerations are included in manager selection, appointment and monitoring processes Details of the responsible investment activities carried out by managers on your behalf E, S and/or G impacts and outcomes that have resulted from your managers’ investments and/or active ownership Other
Frequency
URL https://www.jrct.org.uk/userfiles/documents/2016-12-09%20JRCT%20Investment%20Strategy.pdf URL

Hedge Funds

Do you disclose?

We do not disclose to either clients/beneficiaries or the public.

We disclose to clients/beneficiaries only.

We disclose to the public

19.2. Additional information [Optional]

Previous Section Next Section

Joseph Rowntree Charitable Trust

PRI reporting framework 2019

Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Selection, Appointment and Monitoring

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL

Frequency

Hedge Funds

Do you disclose?

19.2. Additional information [Optional]