RI workshop for religious investors
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1 RI workshop for religious investors UK religious investors and Responsible Investment Edward Mason Head of Responsible Investment Church Commissioners for England Toronto, 29 September
2 The Church Commissioners Church of England s endowment 6.1bn Supporting the Church of England s ministry particularly in areas of need and opportunity Over 200m funding every year: pensions, bishops, cathedrals, poorer dioceses, church growth
3 The Church Commissioners Equities 43% UK equities 12.0% Global equities 24.0% Defensive equity 7.0% Property 33% Commercial property 9.0% Residential property 6.0% Farmland 9.0% Strategic land 2.0% Indirect property 5.0% Value linked loans 2.0% Alternatives 19% Private equity 4.0% Multi-asset 10.0% Timber 2.0% Credit strategies 3.0% Cash/liquidity reserve 5.0% Apart from property, externally managed
4 This presentation One: Church Investors Group Two: Church of England Ethical Investment Advisory Group Three: Current issues for UK religious investors
5 One: The Church Investors Group Purpose: to encourage the formulation of investment policies based on Christian ethical principles; to assist each other in putting such policies into practice; to encourage responsible business practices through engagement with company managements; to share information and views on ethical matters related to investment. 5
6 52 CIG members: Endowment and pension funds Total members assets over 15bn Largest 6.1bn, smallest 2m 6
7 International members: New Zealand Anglican Church Pension Fund Methodist Church in New Zealand Norwegian Church Endowment International partners: CIG South Africa 7
8 Activities: CIG conference and annual member meeting Public events Policies and stock restrictions compendiums Reports on ethical investment issues Collective voting and engagement IIGCC and UKSIF membership 8
9 Structured engagement: FTSE 350 CDP laggards: 72% of companies recorded improvement in 2013 FTSE 350 ESG laggards Aiming for A : carbon management initiative with extractives and utilities companies Individual company engagement: At conference and member meeting Opening up of members engagement meetings 9
10 Ethical Investment Advisory Group Two: The Church of England Ethical Investment Advisory Group Advises the National Investing Bodies of the Church of England on ethical investment and conducts ethical investment activities on their behalf. 9bn of endowment and pension fund assets held by: o The Church Commissioners for England o The Church of England Pensions Board o The CBF Church of England Funds (managed by CCLA) 10
11 Ethical Investment Advisory Group The EIAG membership Voting members appointed by National Investing Bodies, Archbishops Council, General Synod, Mission and Public Affairs and co-option Appointed members bring input from investing bodies and wider Church Co-opted members bring specialist expertise theological, investment and business Executives of Investing Bodies attend and but cannot vote EIAG gives advice that is independent, high quality and representative of opinion in the Church - and applicable to fiduciary investment management 11
12 Ethical Investment Advisory Group Church of England ethical investment embraces: Negative screening Positive investment Active ownership 12
13 Ethical Investment Advisory Group Negative screening Screening 9,000 companies against revenue thresholds for: indiscriminate weaponry (0%), pornography (3%), conventional weaponry and non-military firearms, tobacco, gambling, high interest rate lending (all 10%) Company-specific exclusions: Vedanta Resources, News Corporation Asset class/strategy screening property, pooled funds, hedge funds All policies must be agreed by investing bodies trustees 13
14 Ethical Investment Advisory Group Positive screening/positive investment Responsible alcohol marketing/sale Sustainability strategies Williams & Glyn Limited impact investments o CBF Microfinance 14
15 Ethical Investment Advisory Group Active ownership In 2013 o voted on over 30,000 resolutions at over 2,800 company meetings o engaged directly with 42 companies Also engage collaboratively on policy issues through national and international initiatives 15
16 Ethical Investment Advisory Group EIAG philosophy The world of investment and business is ambiguous and messy. Portfolios will never be pure. We implement investment exclusions where there is clear contradiction of God s purposes, but otherwise we engage. Investment is part of the Church s witness and mission.
17 Three: Current Issues for UK religious investors
18 Current Issues for UK religious investors
19 Current Issues for UK religious investors
20 Current Issues for UK religious investors
21 Current Issues for UK religious investors
22 Current Issues for UK religious investors
23 London 7 September
Ethical Investment Advisory Group
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