Capita Hartshead maintains a site on behalf of and in partnership with the Environment Agency pension fund. It provides useful information for members of our active and closed funds as well as electronic versions of member publications.
If you are unable to find a pension fund publication that you believe we have been involved in, then please contact us.
Closed pension fund - Annual report and financial statement, 2010 (PDF 369KB)
2009
2008
2007
2006
Active fund - strategy and policy
Environmental overlay strategy (PDF, 50KB)
A short leaflet describing the environmental overlay strategy that the Environment Agency used when issuing tenders for it's active pension fund.
Corporate governance strategy (PDF, 45KB)
Corporate governance strategy statement for the Environment Agency active pension fund, October 2011.
Statement of investment principles (PDF, 78KB)
Sets out the principles that govern decisions about the investment of the assets of the active pension fund.
Investment strategy implementation review (PDF, 130KB)
A review of the lessons learnt from the implementation of our 2005 investment strategy.
Emerging markets equity contract (PDF, 130KB)
We recently announced that appointment of Comgest the manage around £80m of actively managed emerging market equities for our active pension fund.
Global equity fund managers selection review (PDF, 110KB)
This report provides an overview pf the process we went through in selecting three new global eqity managers for our active pension fund.
Closed fund - strategy and policy
Funding strategy statement 2010/11 (PDF, 65KB)
The active fund funding strategy statement sets out the fund-specific strategy that is used by the Actuary to inform his valuations and determine the employer contribution rate required, taking a prudent longer-term view of funding of liabilities.
Statement of investment principles 2010/11 (PDF, 62KB)
The Statement of Investment Principles sets out the fund specific objectives into a suitable investment strategy for the Fund. The investment strategy takes due account of the specific liability profile of the Fund, together with the planned funding arrangements agreed with the Fund’s Guarantor. This document should be read in conjunction with the Closed Fund Funding Strategy Statement and Investment Strategy.
Investment strategy 2010/11 (PDF, 93KB)
The Investment Strategy 2010/11 sets out the financial objectives of the fund and the implementation strategy going forward. This document should be read in conjunction with the Closed Fund Funding Strategy Statement and Statement of Investment Principles.
Responsible investment - research, surveys and case studies
EAPF
Carbon neutrality and carbon offsetting in the FTSE all-share (PDF, 150KB)
Following on from our original reseach in 2006, we look at developments in the use of carbon offsetting and carbon neutrality by FTSE listed companies in 2007.
Responsible investment in sustainable private equity (PDF, 350KB)
A case study of our pension fund private equity mandate with Robeco.
Unlisted real estate funds - environmental review (PDF, 93KB)
A short report reviewing the attitudes and actions of property fund managers toward environmental issues (e.g. building on flood plains). Jointly published by the Environment Agency Pension Fund with our property fund manager Aviva.
UNPRI/ UNEP
UNPRI responsible investment case study (PDF, 518KB)
Our pension fund has been included in a recent report of case studies and guidance on the responsible investment in passive management strategies published by the UNPRI
UNEP finance initative case study of our active pension fund (PDF, 130KB)
An extract from a recently published case study by the UNEP Finance Initative on our active pension fund.
Carbon
Carbon management and carbon neutrality in the FTSE all-share (PDF, 158KB)
The concpet of 'carbon neutrality' is addressed in a report published in 2006 by our global fund manager, Standard Life Investments, in association with our active pension fund.
Assessment
Local government responsible pension self-assessment (PDF, 32KB)
Our 2010 local government pension scheme responsible investment self-assessment for the UK Social Investment Forum, which summarises our responsible investment policies and practices of our fund against best practice.
