Provide any additional information on your organisation’s performance management, reward and/or personal development processes in relation to responsible investment.
Our Independent Investment Advisor and Coo-opted Investment Committee Members receive responsible investment development and training through their own organisations.
Describe the level of experience board members/trustees/chief-level staff have with incorporating ESG factors into investment decision-making processes.
The Trust has had a responsible investment policy since 1975 and, as a result, has built up great deal of institutional expertise in this area. Furthermore a number of trustees and the Head of Finance have served the Trust for many years and have significant personal experience in this area. The notion that ESG factors must be properly incorporated into investment decision-making processes is part of the Trust's DNA. It is something trustees and staff look for when recruiting new fund managers, and they constantly interrogate our existing fund managers on how they do it. Support from our Independent Investment Advisor and our Investment Co-opted Members, all of whom have a professional investment background and all of whom support this principle, ensures that our trustees and staff are able to ask the right questions and fully understand the responses they receive from our fund managers.