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Joseph Rowntree Charitable Trust

PRI reporting framework 2020

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

Outsourcing to fiduciary managers and investment consultants

SG 12. Role of investment consultants/fiduciary managers

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate whether your organisation uses investment consultants.

12.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

Asset class

12.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          Our Independent Investment Advisor advises on our investment strategy, including responsible investment, although ultimate responsibility for it lies with our Investment Committee and board.
        

Describe how responsible investment is incorporated

          Our Independent Investment Advisor advises on our strategic asset allocation which is influenced by responsible investment considerations.
        

Describe how responsible investment is incorporated

          Responsible investment considerations form an integral element of the research provided to us by our Independent Investment Advisor.
        

12.7. Additional information [Optional].


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