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Sparinvest S.A.

PRI reporting framework 2017

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Governance and human resources

SG 07. RI roles and responsibilities

07.1.

Roles present in your organisation

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

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

1 Number

07.4. Additional information. [Optional]

  • Board Members/ trustees: Oversight gained via annual reporting at Board meeting by Head of RI
  • CEO/CIO/Investment Committee: Oversight gained via semi-annual reporting at Investment Committee meeting by Head of RI or other member of Responsible Investment Committee.
  • Portfolio Managers and Investment Analysts: All responsible for ESG analysis in investment process. Individual equity managers are assigned Active Ownership responsibilities
  • Portfolio Manager: Title: RI Committee representative (Equities): Responsible for ensuring that RI policy is adhered to by Equity team. Additionally involved with shaping RI policy/strategy
  • Portfolio Manager: Title: RI Committee representative (Fixed Income): Responsible for ensuring that RI policy is adhered to. Additionally involved with shaping RI policy/strategy 
  • Dedicated RI Staff: Head of RI: Chairs RI Committee, Reports to Investment Committee on RI matters. Supervises implementation of RI Policy over different asset classes and is responsible for internal RI education
  • Two ESG assistants and one Fixed Income Analyst: Assist PM with RI operations and attend the RI Committee meetings
  • External Service Providers: Charged with implementing voting on instruction plus collaborative dialogue.

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


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