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Christian Super

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

Other description (1) Impact Measurement & Management

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Christian Super maintains an Investment Belief Statement containing twelve beliefs ranging from our belief in Time Horizons, to Market Inefficiencies. Included within the Investment Belief Statement is our beliefs around Reponsible Investment, which are copied below.

"Responsible Investment is consistent with fiduciary duty. 

The ability of an investment to deliver return to investors depends on a long-term ability to generate earnings. Companies that operate in a responsible, sustainable and ethical manner are better placed to perform well now and into the future. Companies that take excessive social, environmental, governance or ethical risk are likely to exhibit downside if those risks eventuate.

Additionally, we have a responsibility to invest in ways that are consistent with the values held by our members. We also recognise the important role the superannuation system plays in society, as part of public policy and in the domestic economy."

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

To guide and actualise our investment beliefs, we maintain several complementary policies: Negative Screening Policy, Active Ownership & Engagement Policy, ESG Integration Policy, Impact Investing Policy, and an Ethical Investment Charter. These aforementioned policies are approved by Christian Super's Trustee Board regularly, and cover all products offered to members/ clients. 

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

In accordance with APRA Prudential Standard SPS 521 – Conflicts of Interest, as a Registrable Superannuation Entities, Christian Super has a board approved conflicts management framework. We consider effective management of conflicts can be achieved using a number of mechanisms. These are listed below in the order that reflects Christian Super’s preferred method for dealing with such matters:

  1. Avoiding conflicts of interest;
  2. Controlling conflicts of interest; or
  3. Disclosing conflicts of interest.

Accordingly responsible officers or employee must not engage in any situation, arrangement or transaction which gives rise to a conflict of interest, without the approval, either through provisions contained within the Conflicts Management Policy or express approval.

Where a responsible officer becomes aware of a conflict of interest in a related party transaction, they may have such a conflict of interest if, and only if, the Trustee Board, having been notified by the responsible officer in accordance with this framework’s disclosure requirements, passes a resolution permitting the responsible officer to have that conflict of interest or an interest in that related party transaction.

Additionally, all investment staff are required under the Fund's Trading Policy to disclose personal investments and to limit particular types of trading activity.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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