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.