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1919 Investment Counsel

PRI reporting framework 2017

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Governance and human resources

SG 07. RI roles and responsibilities

07.1.

Roles present in your organisation 

          Heads of Responive Investments Department

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

CEO: Receives communication/notices pertaining to the RI strategies and ideas.

CIO: Receives communication/notices pertaining to the RI strategies and ideas.

Head of RI Department: Oversees, creates, and approves the strategies and ideas related to RI.

Portfolio Managers: Receives communication/notices pertaining to the RI strategies and ideas; makes recommendations; approves changes and implementations of strategies.

Investment Analysts: Shares research pertaining to equities and debt; makes recommendations (buy, hold, sell); overlaps research with concern for ESG-pertinent information.

RI Staff: Makes RI recommendations for strategies, buying/selling by using positive and negative screens as well as incorporating other ESG factors.

External Managers: Carries out investment decisions according to RI decisions made for certain clients, buying/selling.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

4 Number

07.4. Additional information. [Optional]

SG 08. RI in performance management, reward and/or personal development

08.1. Indicate if your organisation’s performance management, reward and/or personal development processes have a responsible investment element.

Chief Executive Officer (CEO), Chief Investment Officer (CIO),  Investment Committee

Other C-level staff or head of department

          Heads of Responive Investments Department

Portfolio managers

Investment analysts

Dedicated responsible investment staff

08.3. Provide any additional information on your organisation’s performance management, reward and/or personal development processes in relation to responsible investment.

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