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UEthical

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Recently joined with a view to participating in specific company engagements in 2020. More information in the Listed Equity Active Ownership section.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

U Ethical is an active member of Responsible Investment Association of Australia, of which ESG Research Australia is a sub-working Group with the aim to improve ESG Research. Each year U Ethical cast votes for and attend the ESG Research awards.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

IGCC Conference, Sydney 2019

          Responsible Investment Association of Australia
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

U Ethical are an active member of RIAA. U Ethical participates in numerous working groups facilitated by RIAA: The Corporate Engagement Working Group (CEWG), the RIAA Human Rights Working Group (HRWG), and the RIAA Impact and Measurement Community of Practice (IMMCOP). 

U Ethical are active voting members at RIAA's annual AGM. This year, our Ethics and Impact Manager was a nominated speaker on a panel discussing Impact Measurement: the differences across asset classes. U Ethical is also a regular sponsor of the RIAA conference, held every two years. 

 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The Uniting Church in Australia, Synod of Victoria and Tasmania Justice and International Mission unit is an active participant. An expert from this unit also sits on the U Ethical Ethical Advisory Panel.

          Workforce Disclosure Initiative (WDI) Signatory
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          Signatory to the Uluru Statement from the Heart
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

https://www.uethical.com/blog/supporting-the--uluru--statement-from-the--heart

          Christchurch Call
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

https://www.uethical.com/blog/after-christchurch-its-time-to-rein-in-the-social-media-giants


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Recent publication of the U Ethical White Paper on Responsible Investment. Numerous thought pieces discussing topical ethical issues. 

In Q3 2019, U Ethical held an investor briefing at which both the Chief Investment Officer, and Ethics and Impact Manager presented on various topical ethical investing topics. 

The U Ethical quarterly newsletter contains information on engagement, voting and topical ethical issues over the quarter.
        

Frequency of contribution

Description

          Recent university collaboration, with the University of New South Wales Business Scool, assisting with coursework for a new social responsible investing course. U Ethical provided two case studies. The aim of the course is to allow students to assess, and provide solutions for, ethical dilemmas faced by responsible investors.
        

Frequency of contribution

Description

          Recent publication of the U Ethical White Paper on Responsible Investment.
        

Frequency of contribution

Description

          Display of the PRI logo on external communications and publications.
        

Frequency of contribution

Description

          https://www.uethical.com/blog
        

Frequency of contribution

Description

          U Ethical Board and Investment Committee Member Zarmeen Pavri brings to the firm over 24 years' experience in the funds management, impact investing and international development sectors. Zarmeen's multidimensional background ranges from strategy development, investment, and risk management through to institutional sales and business development. Zarmeen is a Specialist Social Impact Investment Technical Advisor for the Department of Foreign Affairs and Trade and serves on various advisory boards of impact enterprises. 

Zarmeen is an Australian chartered accountant and has a Bachelor of Commerce (sub-major Law) degree from Western Sydney University.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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