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Joseph Rowntree Charitable Trust

PRI reporting framework 2019

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.


Select from the below internal roles

          Head of Finance

Other description (1)

          Independent Investment Advisor

Other description (2)

          Co-opted Investment Committee members

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

  • Our trustees, co-opted members of Investment Committee, Independent Investment Advisor and staff keep themselves generally abreast of RI matters through attending conferences, seminars and collaborative meetings and reading.  We also benefit from the learning which emanates from our grantees' work
  • We have an Investment Committee on which five trustees serve as well as three co-opted members. The co-opted members all have professional responsible investment fund manager experience
  • We are advised by an Independent Investment Advisor who has expertise in responsible investment
  • We meet with our external investment fund managers at least twice a year.  One of these meetings is dedicated to discussing ESG matters and very detailed and challenging discussion takes place
  • We also receive regular written updates from our fund managers and attend  fund manager webinars and conferences
  • We expect our fund managers to report on their engagement
  • We expect our fund managers to report on their voting
  • We meet with the management teams of internally managed investments at least once every two years. Discussion about ESG issues comprises a significant element of these meetings
  • We share our learning through the Church Investors Group  and well as in the foundation world in general.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

1 Number

07.4. Additional information. [Optional]

As a small organisation we do not have any members of staff dedicated solely to responsible investment.  However, it represents a significant proportion of the Head of Finance's time commitment.

I confirm I have read and understood the Accountability tab for SG 07 I confirm I have read and understood the Accountability tab for SG 07

SG 07 CC. Climate-issues roles and responsibilities (Not Applicable)

SG 08. RI in performance management, reward and/or personal development (Not Completed)