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Comgest

PRI reporting framework 2018

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Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the roles present in your organisation and for each, indicate whether they have oversight and/or implementation responsibilities for responsible investment.

Roles present in your organisation

          4 Investment Team Managers
        

Other description (1)

          Middle Office on votes execution
        

Other description (2)

          Voting Officer on votes execution
        

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

The RI strategy is defined by Comgest Group’s CIO and the Investment Team Managers in collaboration with the ESG analysts. Objectives are set for the year to come and for the longer term. They are updated once a year.

The RI strategy is then implemented by the regional investment teams with ESG analysts as coordinators and stewards of the ESG integration process, under the supervision of the CIO and the Investment Team Managers.

Voting officers are in charge of the execution of the voting decisions upon recommendations of the analysts and portfolio managers who follow investee companies.

Investor relations managers and ESG analysts are in charge of the promotion of our Responsible Investment strategy towards clients and consultants.

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

3 Number

07.4. Additional information. [Optional]

Comgest’s ESG team is composed of 3 dedicated ESG analysts, reporting directly to Comgest’s CIO. As members of the investment team, they work in collaboration with financial analysts and portfolio managers.  The ESG analysts support regional investment teams (Global Emerging Markets, Europe, US, Japan, Asia ex-Japan, India) as well as the Global team. The financial analyst, due to his/her in depth knowledge of the companies in question, represents a major source of information for the ESG Analysts.


SG 07 CC. Climate-issues roles and responsibilities

07.1 CC. Indicate the roles in your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for climate-related issues.

Roles present in your organisation

07.1a CC. For the board level roles or for which you have climate-related issues oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

Climate-related issues are discussed in board meetings. The decision of carbon offsetting was taken. The article 173 reports were presented.

07.1b CC. For the management-level roles which assess and manage climate-related issues, provide further information on the structure and process involved.

Climate-related issues are discussed in executive committee meetings. The decision of carbon offsetting was taken. The article 173 reports were presented and reviewed.


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

08.1. Indicate if your organisation’s performance management, reward and/or personal development processes have a responsible investment element.

Board members/Board of trustees

08.2. Describe any activities undertaken during the reporting year to develop and maintain Board members’ skills and knowledge in relation to responsible investment.

Board members received regular updates on RI activities by ESG analysts and the CIO during board meetings, which increased their knowledge about this topic.

Chief Executive Officer (CEO), Chief Investment Officer (CIO),  Investment Committee

Other C-level staff or head of department

          4 Investment Team Managers
        

Portfolio managers

Investment analysts

Dedicated responsible investment staff

Investor relations
Other role (1) [from SG 07]
          Middle Office on votes execution
        
Other role (2) [from SG 07]
          Voting Officer on votes execution
        

08.3. Provide any additional information on your organisation’s performance management, reward and/or personal development processes in relation to responsible investment.

All members of the investment team are encouraged through their objectives and annual performance evaluation to properly implement the RI Strategy and systematically take ESG factors into account in their investment analyses and decision-making processes.


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