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PRI reporting framework 2020

Export Public Responses

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]

SG 09.2. Assets managed by PRI signatories (Private)

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.


          We have written educational material for our clients on SRI investment.  The Portfolio Management team (2 people) have, after consultation with an external ESG specialist (Contrast Capital) educated company management and relationship managers on ESG investment.

Frequency of contribution


          We increasingly engage with all external investment managers on their approach to incorporating ESG considerations in their investment process, making clear we expect to see positive change in this regard.

Frequency of contribution


          We have written in-house material to educate staff, managemdent and clients on ESG investment

Frequency of contribution


          Adoption of PRI has been our single most significant company effort this past year

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)