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Joseph Rowntree Charitable Trust

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We support clearing house initiatives which are relevant to our areas of interest.  In the year we supported the Stewart Investors' plastic pellets, flakes and powders and micro-insurance collaborations. We also signed onto an investor statement on deforestation and forest fires in the Amazon calling on companies to redouble their efforts and demonstrate clear commitment to eliminating deforestation within their operations and supply chain.

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We are a member of CDP and signed onto its non-disclosure campaign.

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We supported the Climate Action 100+ initiative in 2019.

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We are a member of the IIGCC.

We supported various IIGCC initiatives during the year. We signed onto its letter to the G20 urging it to end fossil fuel subsidies and onto an open letter to European Leaders ahead of the October 2019 European Council asking for a net-zero emissions target for the EU, to be achieved by 2050 at the latest, and the alignment of all relevant EU legislation to the goals set out in the Paris Agreement.

          Church Investors Group (CIG)
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We are an active member of the CIG and serve on its board.  

We spoke at a  session on divestment at the CIG annual members' meeting and contributed to the development of the CIG's new strategy for 2019-2021 focusing on 'Stranded Humans'.

We supported all the various engagement activities that the CIG undertook during the year.

          ShareAction.
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

ShareAction, one of our grantees.

We supported  various engagement activities undertaken by ShareAction in the year including the Investor Decarbonisation Initiative and the Workforce Disclosure Initiative.

          FAIRR
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We signed CERES FAIRR's letters to quick service restaurants about de-risking meat and dairy supply chains and supported FAIRR's work generally..

          As You Sow
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We signed Investor letters asking companies to respond to As You Sow’s survey on the environmental attributes of their product packaging. 


SG 09.2. Assets managed by PRI signatories

外部運用資産のおよそ何パーセント(±5%)がPRI署名者により運用されているかを記入してください。

100 %

SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          Through our Power and Accountability grants programme we contributed to the debate on responsible investment issues. In the year we awarded new grants to the Corporate Europe Observatory, the European Coalition for Corporate Justice, Foxglove Legal and the High Pay Centre as well as continuing to pay out grants to other organisations working in this area.
        

行動の頻度

説明

          We provided ad hoc support to academic researchers and students, answering questions and completing surveys about responsible investment including two focusing on our divestment from fossil fuels.
        

行動の頻度

説明

          We promoted transparency and the disclosure of responsible investment practices through various peer group networks including the Church Investors Group and the Finance, Information, Resources and Management group (via the Association of Charitable Foundations) throughout 2019.
        

行動の頻度

説明

          We spoke at the following events:
- The Civil Society Trustee Exchange conference held in April 2019 about how the Trust uses its investments to help achieve its wider mission.
- The Responsible Europe 2019 conference on in June 2019 on the increase in technology and its implications for responsible investors.
- The Church Investors Group members meeting in June 2019 on why the Trust decided to divest from fossil fuels.
- An Association of Charitable Foundation's (ACF) investment seminar panel in July 2019  about some of the practical issues involved in implementing responsible  investment strategies.
- The Europe Foundations Finance and Investment Officers group meeting in October 2019 on responsible investment.
        

行動の頻度

説明

          In 2019 we updated our investment strategy and policy on engagement. Both these documents appear on our website. 

In 2018 we started a programme of engagement with our fund managers to determine how best they can report their voting information to us in a manageable but meaningful way. This work was extended to include other authorities in 2019 and is currently being finalised. Internally we expect that this work will allow us to engage with our managers more effectively on their voting behaviour in 2019 and going forward. Externally we hope that, by sharing our work, we will be able to improve the  quality of monitoring of manager voting by charitable foundations and others.
        

行動の頻度

説明

          We encourage the adoption of the PRI through our investment strategy which is published on our website and shared with other investors seeking our advice.
        

行動の頻度

説明

          We had an article published in Charity Finance on the Landmark Ruling Coalition which is seeking a judgment which goes beyond the Bishop of Oxford case and asks that charities must take ESG into account when investing.
        

行動の頻度

説明

          We served on the board of the Church Investors Group which represents institutional investors from many mainstream church denominations and church related charities. Its aims are to encourage the formulation of investment policies based on Christian ethical principles, to encourage responsible business practice through engagement with company managements and to share information and views on ethical matters related to investment. The CIG has 70 members, predominantly drawn from the UK and Ireland, with combined investment assets of over £21bn.
        

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

 

 


SG 11. Dialogue with public policy makers or standard setters

11.1. 報告年度において、責任投資を支援するために、組織が単独で、あるいは他組織との協働により、政策立案者や規制当局との対話を行ったかどうかを記載してください。

はいの場合

11.2. 使用した方法を選択してください。

11.3. (単独でまたは協働により)政府または規制当局に書面を提出した場合、その書面が一般に入手できるかどうかを記載してください。

11.4. 組織が公共政策立案者または規制当局と話し合いを行った主なテーマの概略を記載して下さい。

Climate change issues.


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