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You are in Strategy and Governance » Asset class implementation not reported in other modules
Describe what processes are in place and the outputs or outcomes achieved
We keep our small number of internally managed direct company holdings under review and meet with management on a regular basis to discuss both financial and ESG issues. Where we have concerns, we engage with the companies themselves about them.
Our externally managed private equity fund is managed by one of our managed equity fund managers. We engage with the manager about this fund in the same way as we engage with them on the managed equity fund.
We only invest our cash in funds which have socially responsible 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.