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Ethos Foundation

PRI reporting framework 2017

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. 組織にある役職、それぞれについて責任投資を監督や実施する責任があるかどうかを記載してください。


          Head of Corporate Governance & RI

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

RI oversight and accountability are executed in the following way:

Ethos' dedicated staff of analysts, the Head of CG and RI and the CEO are responsible for the ESG analysis methodology, framework and ratings of each company. Every year, the criteria for the ESG rating are first reviewed and validated, then they are applied to the assessment of the companies. After completion of the assessment and attribution of ESG ratings to companies by the dedicated RI analysts, several sessions of discussion and validation of the ratings take place in presence of the Head of CG and RI as well as the CEO. After definitely setting the rating for each company, the ratings are forwarded to the asset managers who use them to select the companies that can be included in Ethos' various portfolios. The ESG ratings reviews are annual, however in case an event occurs that could impact the rating of a given company, after thorough analysis by the dedicated team, a group discussion in presence of the Head of CG and RI and the CEO determines whether or not the event must lead to a change in the company's rating. The result is then immediately communicated to the asset managers that must make the necessary portfolio adjustments.

In parallel to that, constructive long term dialogue with investee companies, in particular when there are specific issues at stake, is carried out by Ethos' dedicated staff, members of the management, the CEO and Ethos' chairman.

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。 [任意]

18 Number

07.4. 補足情報。 [任意]

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