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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. 組織にある役職、それぞれについて責任投資を監督や実施する責任があるかどうかを記載してください。

組織における役職

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。 [任意]

1 Number

07.4. 補足情報。 [任意]

  • 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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