This report shows public data only. Is this your organisation? If so, login here to view your full report.

Joseph Rowntree Charitable Trust

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Private equity

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Listed equity

Listed equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Private equity

Private equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Cash

Cash - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

For our externally managed equity investments we select pooled funds which are run on a responsible and sustainable investment mandate.  At both fund manager selection and appointment stages we are careful to review the fund manager's approach to ESG, making sure that ESG is fully integrated into their investment process.  We meet with our fund managers twice a year.  One meeting is dedicated to performance and the other is dedicated almost exclusively to ESG issues. At the ESG meetings we typically discuss ESG integration, engagement and voting, often drilling down into specific issues such corporate tax.

Our cash managers (Epworth Investment Management, CCLA and CAF Bank) are selected according to ESG criteria.  However, given the nature and size of these investments, our monitoring processes are limited to desk top reviews.


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


Top