Board members or trustees and the Chief Investment Officer (who is part of the ESG board) overviews in regular performance review meetings the portfolio implementation.
Portfolio managers and investment analysts: All our portfolio managers carry out – similar to analysts – evaluations of markets, sectors, issuers and securities. They monitor the portfolios on a daily basis.
Dedicated responsible investment staff (i.e. the Director/ESG integration and the implementation team) control the portfolio implementation.
External managers or service providers: MSCI ESG Research, oekom research and BMO deliver ESG analysis and respective reports.