Investment 

The Norfolk Pension Fund is committed to demonstrating good Corporate Governance and Responsibility in its investment strategy. We recognise that as a large investor we have a responsibility to use our voting rights as shareholders and support good governance in the companies in which we invest.  Our overall investment strategy is set out in our Statement of Investment Principles (SIP) including our voting policy. 

Within this section you can find information about our voting and details of engagement undertaken on our behalf.

The Norfolk Pension Fund is a signatory to the Carbon Disclosure Project.

We are members of the Local Authority Pension Fund Forum (LAPFF). LAPFF exists to promote the investment interests of local authority pension funds, and to maximise their influence as shareholders whilst promoting corporate social responsibility and high standards of corporate governance amongst the companies in which they invest.

We publish details of our Investments annually to coincide with our year-end (31 March). The Annual Report and Accounts, published following the completion of the statutory audit in the autumn, includes additional detail and disclosure of our investment transactions.

Norfolk Pension Fund Voting

Voting is undertaken on our behalf by RREV in accordance with our bespoke policy.

We publish a record of our vote at the AGMs where Norfolk has a holding. The investment in overseas equities with Fidelity is via pooled vehicles and therefore the voting is undertaken by the manager. Fidelity publishes a record of its own voting activity.

The voting activity of the Pension Fund is reported to Pensions Committee twice a year in quarters 1 and 3.  Pensions Committee papers are available on the Norfolk County Council website.

Engagement

Managers have policies on responsible investment which include the issues on which they engage:

Engagement monitoring is reported to the Pensions Committee in quarters 1 & 3 each year at the same time as out voting activity.

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