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Partnerships

Our award winning approach to delivering profits with principles is strengthened by a commitment to a carefully selected number of industry initiatives and memberships that support our thematic approach to positive investment. We are signatories to the Carbon Disclosure Project, the Investor Statement on Transparency in the Extractives Sector, the Forest Footprint Disclosure Project and we endorse the Access to Medicine Index. We are a member of ClimateWise and UK Sustainable Investment and Finance (UKSIF). You can find out a little more about each one of these initiatives below:

  • access to nutrition index www.accesstonutrition.org

    The Access to Nutrition Index (ATNI)

     The Access to Nutrition Index is a new initiative that will rate food and beverage manufacturers on their nutrition related policies, practices and performance. Malnutrition, including both under-nutrition and obesity, is a global public health issue that affects the life chances and productivity of over a billion people. Reducing malnutrition will require substantial efforts from a wide range of stakeholders, including civil society, governments, international organisations, academics and investors. Given its size, reach and influence, the food and beverage industry is positioned to play an essential role in contributing to this effort. ATNI is jointly funded by the Global Alliance for Improved Nutrition (GAIN), the Bill & Melinda Gates Foundation and the Wellcome Trust. We are a signatory to the ATNI Investor Statement.
    www.accesstonutrition.org
  • carbon disclosure project www.cdproject.net

    The Carbon Disclosure Project (CDP)

     CDP is an independent not for profit organisation that has steadily built up the world’s largest database on corporate climate change related data via an annual survey that has taken place every year since 2000. Over 2,500 organisations now disclose their carbon emissions and climate change strategies via CDP on behalf of 655 institutional investors, holding $78 trillion in assets under management.
    www.cdproject.net
  • carbon disclosure project www.cdproject.net/

    CDP Water Disclosure Project

    CDP Water Disclosure provides water-related data from the world’s largest water-intensive corporations collating data on water use, strategies, and risks and opportunities from companies on behalf of 470 investors representing US$50 trillion in assets. The survey is now in its third year with 190 companies responding in 2011.

    www.cdproject.net/
  • EITI logo http://eiti.org/

    The Extractives Industry Transparency Initiative (EITI)

     The Investor Statement on Transparency in the Extractives Sector is supported by 80 institutional investors, holding in excess of $16 trillion in assets under management. The EITI was established in 2000 as a global standard for fiscal transparency in the oil, gas and mineral extractives sectors. Representing a coalition of companies, governments and civil society, the EITI exists to promote good governance, whereby the exploitation of these resources can generate revenue to foster growth, reduce poverty and help eliminate corruption. The EITI supports improved governance in resource-rich countries through the verification and publication of company payments and government revenues from oil, gas and mining.
    http://eiti.org/
  • BBFA Logo www.bbfaw.com

    The Business Benchmark on Farm Animal Welfare (BBFAW)

    Ecclesiastical supports the Business Benchmark on Farm Animal Welfare (BBFAW) which launched in 2013 and is the first global measure of animal welfare standards in the food chain. Designed for use by investors, companies and NGOs. The Benchmark has independently evaluated 68 leading food businesses including producers, processors, manufacturers, food retail and catering service companies, on their approach to managing and reporting on farm animal welfare. The Benchmark complements our investment policy to avoid companies involved in intensive farming and to support high and improving standards of farm animal welfare.
    www.bbfaw.com
  • forest footprint disclosure logo www.cdproject.net

    The Forest Footprint Disclosure Project

     The Forest Footprint Disclosure Project is an initiative backed by 184 institutional investors holding $13 trillion in assets under management, and created to help investors identify how corporate activities and supply chains can contribute towards deforestation. Participating companies are asked to disclose how their operations impact forests worldwide, and how they are managing these impacts responsibly. The disclosure information is reported annually, enabling investors to identify the sustainable businesses of the future, as well possible risks related to a company’s forest footprint.
    www.cdproject.net
  • The access to medicine index www.atmindex.org

    The Access to Medicine Index

     The Access to Medicine Index is an initiative supported by 30 institutional investors holding $3.7 trillion in assets under management, designed to help inform pharmaceutical companies, investors, governments, academics, non-governmental organisations and wider society with independent, impartial and reliable information on individual pharmaceutical companies’ efforts to improve global access to medicines. Access to medicine is a basic social and cultural right, yet each year millions of people die due to preventable and treatable diseases, whilst others suffer due to neglected diseases that could be eliminated if only poor communities had ready access to medicine. The Investor Statement acknowledges the important role pharmaceutical companies can play in affording access to medicine, and calls upon all players in the sector fully to disclose the risks and opportunities that can build value and enhance reputation over time.
    We are members of ClimateWise and UKSIF.
    www.atmindex.org
  • climate wise logo www.climatewise.org.uk

    ClimateWise

     ClimateWise is the outcome of leading insurers deciding to work together to respond to the myriad risks and opportunities presented by climate change. Launched in 2007, ClimateWise is facilitated by the University of Cambridge Programme for Sustainability Leadership and works in accordance with a set of principles including: taking a lead in risk analysis, informing public policy making, supporting climate awareness amongst customers, incorporating climate change into investment strategies and reducing the environmental impact of individual businesses.
    www.climatewise.org.uk
  • The 30% Club www.30percentclub.org.uk

    The 30% Club

    The 30% Club is a group of Chairmen and organisations committed to bringing more women onto UK corporate boards, believing that greater board diversity helps build better businesses. Members have declared their voluntary support for a 30% goal and are taking action, including via proxy voting, to achieve it. The 30% Club supports the recommendations contained in  the Davies Report (‘Women on Boards’) of February 2011 which called for concerted voluntary action by UK companies to redress the gender imbalance of UK company boards. The Report required all FTSE350 Chairmen to set out a strategy for achieving a minimum 25% female representation by 2015.

    www.30percentclub.org.uk
  • uk sif logo www.uksif.org

    UK Sustainable Investment and Finance

    UK Sustainable Investment and Finance is the industry body representing practitioners operating within sustainable finance. UKSIF promotes responsible investment and other forms of finance that support sustainable economic development, enhances quality of life and safeguards the environment. They also seek to ensure that individual and institutional investors can reflect their values in their investments by facilitating public policy and corporate discussions with investors. UKSIF is the lead organisation responsible for organising and promoting National Ethical Investment Week, which we are co-sponsoring in 2010.

    In addition, our in house SRI research is helped and informed by Risk Metrics, which provides our ESG analysis and data, and the Institutional Voting Information Service, provided by the ABI to support UK proxy voting decisions.

    www.uksif.org
  • institutional voting information service logo www.ivis.co.uk

    The Institutional Voting Information Service

     The IVIS is the proxy voting research arm of the Association of British Insurers (ABI). Providing colour coded individual company reports on the FTSE All Share, IVIS presents all the information investors need to allow them to decide how to vote at forthcoming company meetings. This service relates to the UK only.
    www.ivis.co.uk
  • The European SRI Transparency Code logo EIM - European SRI Transparency Code Submission

    The European SRI Transparency Code

    Officially launched in November 2004 with support from the European Commission, the European SRI Transparency Code aims to create more clarity on the principles and processes of SRI mutual funds. This is to help investors make more informed choices, to encourage best practice among fund managers. The European Sustainable Investment Forum (Eurosif) is leading this multi-stakeholder process.

    As of January 2011, there were 400 SRI funds signed up for the European SRI Transparency Code including the four Ecclesiastical Amity Funds.

    EIM - European SRI Transparency Code Submission
  • Glass Lewis & Co www.glasslewis.com

    Glass Lewis & Co

     Glass, Lewis & Co. is the leading independent corporate governance proxy voting firm, serving institutional investors that collectively manage more than $17 trillion in assets. Founded in 2003, Glass Lewis is headquartered in San Francisco with offices in New York, Tokyo, and Sydney. In 2007 Glass Lewis became an independent wholly-owned subsidiary of Ontario Teachers' Pension Plan Board. We appointed Glass Lewis in February 2011 to be our overseas (ex-UK) proxy voting partner.
    www.glasslewis.com
  • sustainalytics logo www.sustainalytics.com

    Sustainalytics

     Sustainalytics is a leading global provider of environmental, social and governance (ESG) research and analysis, with nearly 20 years experience in the Responsible Investment (RI) and Socially Responsible Investment (SRI) markets. Providing comprehensive company, sector and industry research analysis, Sustainalytics has been appointed principal research environment, social and governance (ESG) research provider to Ecclesiastical Investment Management.
    www.sustainalytics.com

Ethical experts

Ecclesiastical Insurance Office plc (EIO) Reg. No. 24869. Ecclesiastical Insurance Group plc (EIG) Reg. No. 1718196. Ecclesiastical Life Ltd (ELL) Reg. No. 243111. Ecclesiastical Investment Management Ltd (EIM) Reg. No. 2519319. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg. No. 2046087. Ecclesiastical Services Ltd (ESL) Reg. No. 1811698. E.I.O. Trustees Ltd Reg. No. 941199. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. EFAS is authorised and regulated by the Financial Conduct Authority. ESL is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.