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Joseph Rowntree Charitable Trust

PRI reporting framework 2019

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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.).

13.3. Additional information. [OPTIONAL]

We expect our fund managers to execute scenario analysis and/or modelling to assess ESG factors and to assess future climate-related risks and opportunities.  We are too small an organisation to do this work ourselves.

SG 13 CC.

SG 14. Long term investment risks and opportunity (Not Completed)

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.

7.7 %

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

7.2 % of AUM

Brief description and measures of investment

We are invested in the Impax Asian Environmental Markets (Ireland) and Impax Environmental Markets PLC funds. The funds specifically invest in companies that provide environmental solutions through their products or services.

Our other funds also have some investments in these areas but they are not included in the above figures.

Asset class invested

other description (1) 

          Private equity
0.5 % of AUM

Brief description and measures of investment

We are invested in Ethical Property Company, Ethical Property Europe and Social Justice and Human Rights Centre. These companies support groups working for social change by supplying office space and communal working facilities in an ethical and environmentally aware way.

Asset class invested

other description (1) 

          See green buildings above.
0.5 % of AUM

Brief description and measures of investment

See green buildings above.

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


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