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Dimensional Fund Advisors

PRI reporting framework 2017

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities


Roles present in your organisation

          Portfolio Management, Compliance, Legal, Research

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

Dimensional's dedicated responsible investement staff handle engagement and proxy voting on ESG issues, guided by a policy developed by the CEO, members of the Corporate Governance Committee, and heads of portfolio management, compliance, legal and research. Investment analysts and portfolio managers monitor the performance of companies included in Dimensional's environmentally and socially screened funds. Both and members of the portfolio management/investment team may rely on research and data provided by external service providers.

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

2 Number

07.4. Additional information. [Optional]

In addition to Corporate Governance Committee and two dedicated Corporate Governance Group staff, a number of additional members of global portfolio management team, including Portfolio Managers and Investment Associates assist with engagement and voting activities

The Corporate Governance Committee includes the Co-CEO, 2 outside directors of the firm, the Chief Compliance Officer, Co-Head of Portfolio Management, and the Head of Reseach.

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