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LocalTapiola Asset Management Ltd

PRI reporting framework 2017

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Organisational Overview
Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]
Indirect – Manager Selection, Appointment and Monitoring
Overview [SAM 01 - 02] Listed Equity and Fixed Income Strategies [SAM 03 - 04] Selection [SAM 05 - 06] Appointment [SAM 07.1 - 07.2-5] Monitoring [SAM 08 - 10] Outputs and outcomes [SAM 11 - 12] Communication [SAM 13]
Direct - Listed Equity Incorporation
Overview [LEI 01 - 02] ESG incorporation in actively managed listed equities [LEI 03 - 12] Implementation processes [LEI 03 - 12] (C) Implementation: Integration of ESG issues [LEI 10 - 12] Outputs and outcomes [LEI 14 - 16] Communication [LEI 17]
Direct - Listed Equity Active Ownership
Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16] (Proxy) voting and shareholder resolutions [LEA 17 - 27] Overview [LEA 17] Process [LEA 18 - 22] Outputs and outcomes [LEA 23 - 26] Communication [LEA 27]
Direct - Fixed Income
Overview [FI 01 - 03] ESG incorporation in actively managed fixed income [FI 04 - 16] Implementation processes [FI 04 - 06] (C) Implementation: Integration [FI 14 - 16] Fixed income - Engagement [FI 18 - 20] Outputs and outcomes [FI 21 - 22] Communication [FI 23]
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You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1.

Roles present in your organisation 

          Director, Portfolio Management and ESG

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

Board of Directors and CEO have oversight for all activities at LocalTapiola Asset Management. RI issues are reported to the Board of Directors at least annually. RI issues are discussed in the Management Board at least bi-annually. CIO and Director, Portfolio Management and ESG are both members of the Management Board. Director, Portfolio Management and ESG is responsible for developing RI policies and implementing them into portfolio management. Portfolio Managers are responsible for implementing the RI policies, in particular for conducting the ESG analysis of individual investments. One of the Portfolio Managers is acting as an ESG coordinator in order to facilitate and expedite ESG projects.

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

1.5 Number

07.4. Additional information. [Optional]

As our approach is to integrate ESG into our daily processes, we have several people, including all portfolio managers, working on ESG issues on daily basis. Our Director, Portfolio Management and ESG allocates a majority of her time to RI activities. One of the portfolio managers is acting as a coordinator in ESG issues and projects. We strongly encourage all staff to promote knowledge of RI for example via intranet news, videos, blog updates and internal training.

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

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