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Joseph Rowntree Charitable Trust

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Private equity

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.

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Private equity

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.

Cash

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.

17.2. Additional information.


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