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EIRIS Charity Project Seminar Pooled Funds: the Opportunities for Responsible Investment 1 December 2009 Authorised and Regulated by the Financial Services Authority Incorporated in England and Wales Registered number 3052894 Registered Office 9 Bonhill Street London EC2A 4PE

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eiris charity project seminar pooled funds the opportunities for responsible investment

EIRIS Charity Project SeminarPooled Funds: the Opportunities for Responsible Investment

1 December 2009

Authorised and Regulated by the Financial Services Authority

Incorporated in England and Wales Registered number 3052894

Registered Office 9 Bonhill Street London EC2A 4PE

slide2
Specialist in

church & charity

fund management

Specialist in

ethical

fund management

The CFB of the Methodist Church

10 pooled funds valued at £1,090 million for the Methodist Church only

Epworth Investment Management

4 pooled funds valued at £630 million (of which £500 million CFB) for UK charities only and

2 pooled funds valued at £30 million (of which £25 million CFB)

pooled funds responsible investment
Pooled Funds & Responsible Investment

Our Mission

  • to provide a high quality investment service seeking above average returns
  • to follow a discipline in which the ethical dimension is an integral part of investment decisions
  • to construct investment portfolios consistent with Christian faith and morals
  • to encourage strategic thinking on the ethics of investment
  • to be a Christian witness in the investment community
pooled funds responsible investment4
Pooled Funds & Responsible Investment

Epworth range of funds

  • Common Investment and Common Deposit Funds
    • Affirmative Equity Fund
    • Affirmative Fixed Interest Fund
    • Affirmative Corporate Bond Fund
    • Affirmative Deposit Fund
  • UCITS Umbrella Unit Trust Scheme
    • Epworth UK Equity Fund
    • Epworth European Fund

Simplicity with service

pooled funds responsible investment5
Pooled Funds & Responsible Investment

Affirmative Equity Fund

the first sustainable growth common investment fund

“Investment will be made in companies (that) will normally (but not exclusively) pursue long term sustainable growth strategies in the wider interests of all parties including owners, lenders, employees, suppliers, customers/clients and the local and wider community.”

Extract from Scheme Particulars

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Pooled Funds & Responsible Investment

A structured approach to ethics

  • Theological input
  • Detailed research
  • Company dialogue
  • Ethics Advisory Committee
  • Networking
  • Reporting
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Pooled Funds & Responsible Investment

Networking

  • Ecumenical church relationships
    • Church Investors’ Group
    • Ecumenical Council for Corporate Responsibility (ECCR)
    • International networks
  • Secular collaborative projects
    • Institutional Investors’ Group on Climate Change
    • Extractive Industries Transparency Initiative
    • Carbon Disclosure Project
    • UN Principles for Responsible Investment
  • Research organisations
    • EIRIS, PIRC, Trucost
pooled funds responsible investment8
Pooled Funds & Responsible Investment

Reporting

  • EIRIS screening report
  • PIRC voting report
  • Policy statements
  • Ethics Advisory Committee report
  • Quarterly SRI review
pooled funds responsible investment9
Pooled Funds & Responsible Investment

Position Papers and Policy Statements

  • Alcohol
  • Children’s issues
  • Climate change
  • Corporate governance
  • Financial intermediaries
  • Food industry including Nestlé
  • Israel/Palestine
  • Media
  • Military exposed companies including security services
  • Mining and other extractive industries
  • Political donations
  • Prisons
  • Voting
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Pooled Funds & Responsible Investment

Ethics Advisory Committee Annual Report 2009

  • Policy on children’s issues
  • Policy on contractors providing military and security services
  • Exchange of views with US churches on Israel/Palestine
  • Climate change position paper drafted and debated
  • CIG policy statement with respect to Sudan adopted as CFB/Epworth position
  • Nestlé
  • BSkyB
  • Anglo American
  • Meetings, correspondence or ethical research - 35 companies
  • Regular reporting items
  • Conclusion
    • “The Committee judges that the CFB has managed the funds under its control in accordance with the aims of the Methodist Church”
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Pooled Funds & Responsible Investment

Contact Details

9 Bonhill Street

London EC2A 4PE

Chief ExecutiveRelationship Manager

Bill Seddon Bill Lane

Chief Investment Officer

Russell Sparkes

Central Finance Board of the Methodist Church Epworth Investment Management Limited

Tel 020 7496 3630 Tel 020 7496 3636

Email: Bill.lane@cfbmethodistchurch.org.uk Email: admin@epworthinvestment.co.uk

www.cfbmethodistchurch.org.ukwww.epworthinvestment.co.uk