In our last Fund Member Survey, our members told us that they wanted more information about where the Fund is invested and how we invest responsibly. Like us, members recognise that the long-term health of our society, planet and markets are all connected.
In response, we have partnered with Tumelo to provide a transparency dashboard enabling anyone to learn more about where the Fund's listed equity investments are being held. Equities – commonly known as stocks and shares – represent around 45% of the LPFA’s £6.9 total portfolio.
The dashboard will be updated quarterly, and we hope that it helps stakeholders see how our Responsible Investment policies translate into our actual investments. Data is classified according to NAICS codes where available.
We are proud to be one of the first Defined Benefit and Local Government Pension Scheme Funds to use this transparency dashboard and we hope it gives more clarity on how the Fund is invested.
 Data accurate at 31 March 2021 in the LPFA’s 2021 Annual Report: https://www.lpfa.org.uk/library/our-performance/annual-reports