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RobecoSAM AG

PRI reporting framework 2018

You are in Strategy and Governance » Governance and human resources

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

          Executive Committee (http://www.robecosam.com/en/about-us/executive-committee.jsp)
        

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

RobecoSAM is exclusively focused on sustainability investing since its founding in 1995. Therefore, RI oversight, accountability and implementation responsibility are in the DNA of the firm, part of our policies and processes, and part of the annual objectives of all staff in line with their respective job profile. Annual targets are qualitative and quantitative, e.g. with regard to the level of integration or the concerned Assets under Management. Besides being an asset manager, RobecoSAM serves as the ESG center of expertise for Robeco Group. Group wide implementation is promoted through top-down governance at Robeco as well, complemented by identified local staff for ESG integration and the local voting and engagement team.

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

45 Number

07.4. Additional information. [Optional]

All of the approximately 100  staff working for RobecoSAM are involved in delivering sustainability investing solutions to our clients. Specifically, 45 employees are dedicated to implementation and oversight of different aspects of the responsible investment and ESG matters within our company. The individual components are as follows:

9 FTEs in Sustainability Applications and Operations, who are responsible for the management of the yearly RobecoSAM Corporate Sustainability Assessment process (supported by additional 29 staff outsourced to our Indian counterpart Evalueserve. Note that this staff is not included in the overall company figures)

10 FTEs in SI Research, who are responsible for analyzing the sustainability performance of companies and providing recommendations to investment teams

14 FTEs in Investment Management, who manage and research a broad range of ESG portfolios in regional and global equity, impact investing, and theme-based strategies

6 FTEs in Products & Engineering, who are dedicated to ESG reporting and monitoring, solution development and quant research and applications, including sustainability data work, correlation and materiality analysis of ESG data

1 FTEs Country risk expert for the assessment of sustainable country profiles

4 FTEs in Sustainability Services, who are responsible for corporate ESG benchmarking activities

1 Head of Sustainability Investing R&D (Exco)


SG 07 CC. Climate-issues roles and responsibilities (Private)


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.

As an investment specialist exclusively dedicated to Sustainability Investing, RobecoSAM's Board is fully committed to sustainability investing and very engaged on this topic in all Board discussions.

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

Other C-level staff or head of department

          Executive Committee (http://www.robecosam.com/en/about-us/executive-committee.jsp)
        

Portfolio managers

Investment analysts

Dedicated responsible investment staff

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

As an investment specialist exclusively dedicated to Sustainability Investing, all objectives are related to Sustainability Investing. To ensure that the company is aligned to deliver on group-wide SI objectives, the targets are broken down into departments, teams and individuals targets. Collaboration between different teams and departments is emphasized through these shared objectives, as well as the use of internal stakeholders feedback in individuals' performance appraisals and the promotion of "collaborative growth" as one of five RobecoSAM's corporate values.


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