The Joseph Rowntree Charitable Trust

The Garden House, Water End, York YO3O 6WQ

Contact: Jackie Turpin, Finance Secretary

Tel: 01904 627 810
Fax: 01904 651 990

Email: jackie@jrct.org.uk
Web: www.jrct.org.uk

The Joseph Rowntree Charitable Trust is a grant-making foundation that supports initiatives in the fields of peace, racial justice, power and responsibility and Quaker concerns. Grants are also made in South Africa and Ireland (North & South) for work towards peace, justice and reconciliation. The Trust operates and ethical investment policy aiming to ensure that, as far as possible, the Trust's income is earned in ways which are compatible with the Trust's Quaker roots and its grant making policies.
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Jupiter Asset Management

Jupiter SRI & Governance Team, 1 Grosvenor Place, London SW1X 7JJ

Contact: Emma Howard Boyd, Head of SRI & Governance

Tel: 020 7412 0703
Fax: 020 7412 0705

Email: ehowardboyd@jupiter-group.co.uk
Web: www.jupiteronline.co.uk

Jupiter Asset Management, a member of the Commerzbank Group, is an international investment management group which manages some £12 billion of funds. The company has managed socially responsible investment funds for over seventeen years.

Products include the Jupiter Ecology Fund (launched in 1988) and the Jupiter Environmental Opportunities Fund (launched in 1999). The company also manages the Jupiter Global Green Investment Trust and the Lincoln Green Funds. It also provides segregated socially responsible investment services for private and institutional clients.

Jupiter's primary aim of achieving good investment results for its clients is undertaken by its specialist SRI Department headed by Emma Howard Boyd. Investment decisions are made by the specialist SRI Fund Management Team comprising of Charlie Thomas, Peter Hulse and Simon Baker (consultant). This department is guided by Jupiter's in-house SRI & Governance Team which comprises six members: Emma Howard Boyd, Simon Abrams, Aled Jones, Cynthia Pinniger, Susie Wood and Amie Rowlings (team administrator). The SRI & Governance Team is dedicated to the in-depth assessment of companies' environmental, social and corporate governance performance, with an emphasis on positive corporate behaviour.

The SRI & Governance Team places particular importance on engaging with company management during the research process. Through questionnaires, discussions, meetings and on-site visits, the SRI & Governance Team builds up a detailed picture of a company's environmental, social and corporate governance performance and is able to encourage measures for positive improvement.

Jupiter's SRI & Governance Team meets quarterly with its Advisory Committee, made up of senior environmentalists, who review companies approved by the SRI & Governance Team, offer advice on emerging environmental and social trends and guide the development of research methodology.
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