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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] Innovation [SG 18] Communication [SG 19]

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

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Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class	Describe what processes are in place and the outputs or outcomes achieved
Private equity	We keep our small number of internally managed investments under review and meet with management on a regular basis to discuss both financial and ESG issues. Where we have concerns, we continue to engage with the companies about them.
Hedge funds - DDQ	Select whether you have responded to the PRI Hedge Fund DDQ Yes No
Fund of hedge funds
Money market instruments

16.2. Additional information [Optional].

SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class	Describe what processes are in place and the outputs or outcomes achieved
Hedge funds - DDQ	Select whether you use the PRI Hedge Fund DDQ Yes No
Fund of hedge funds
Cash	We only invest our cash in funds which have ethical credentials. Holders of our cash include Epworth Investment Management, CCLA (through its COIF fund), Triodos and CAF Bank. We keep these cash holdings under review and engage with management if necessary on ESG issues.
Money market instruments

17.2. Additional information.

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