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BBC Pension Trust Limited

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

The Scheme's Statement of Investment Principles is available on our website:

The trustees recognise that with ownership comes responsibility and they are committed to exercising their influence and control to promote the long term sustainability of the Scheme’s investments. The trustees believe that well governed companies that manage their businesses in a responsible way will produce higher returns over the long term. The Scheme’s responsible investment strategy has an important role to play in safeguarding and enhancing the long term value of the Scheme’s assets.

The Scheme employs a voting and engagement overlay service, EOS at Federated Hermes, to engage with companies in which it invests and encourage them to maintain high standards of governance and to operate in a socially and environmentally responsible way. In addition to engagement at the company level, EOS works on the Scheme’s behalf to engage with public, industry and regulatory bodies in the various markets in which the Scheme invests to promote better practices. 

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。





02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

All of the Scheme's assets are invested through external managers. The alignment of interests between the manager and the Scheme are considered on appointment and the investment managers' policies on conflicts of interest are regularly monitored to ensure they are both appropriate and effective.



03.3. 補足情報 [任意]

As part of the Scheme's own internal governance a conflict of interest policy exists such that a Trustee with a personal or business interest in any agenda item is expected to declare a conflict of interest immediately before a Board meeting starts. Any such declaration is recorded and the other Trustees present decide whether it is appropriate for him or her to participate in discussion of/or vote on, the item(s) in question. The Trustees have agreed a Conflicts of Interest policy that allows a Trustee to stand down from a Board meeting. 

This policy is made public in the Governance booklet found on the Scheme website: 












SG 04. Identifying incidents occurring within portfolios (Private)