With a global research platform in place, the responsibility for managing collaboration across our platforms rests with the Global Head of our equity and fixed income research teams. The firm also has a dedicated Director of Responsible Investment who reports directly to our Chief Investment Officer, with a dotted line reporting relationship to the Head of the Responsible Investment team at our affiliate, Threadneedle Investments, in the United Kingdom. The Director works closely with the respective research heads in each asset class to ensure continued implementation of the responsible investment approach.
The Director has responsibility for ESG research, integration, engagement, proxy voting and ESG reporting, works closely with a marketing specialist and analytics specialist in undertaking critical responsible investment integration activities. Such specialists have other responsibilities that may be unrelated to responsible investment activities.
Portfolio managers and fundamental analysts take lead responsibility for the assessment and monitoring of issuers, strategies, management and performance. Consideration of ESG risks may be one of many components in our investment decision-making processes. Our portfolio managers and analysts are encouraged to view ESG as an important factor in the sustainability and long-term value creation of portfolio companies and how ESG factors, in turn, affects investment returns. Where appropriate and consistent with our fiduciary duty, we seek to invest in well-governed companies that appropriately identify, manage and disclose their ESG risks as well as those companies whose progressive approach may present opportunities for long-term value creation through innovative use of their strengths and positioning.
The proxy administration team votes client proxies in close coordination with portfolio managers, research analysts and the Director.