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Yarra Capital Management

PRI reporting framework 2019

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.


Select from the below internal roles

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

Portfolio Manager Katie Hudson is responsible for coordinating and prioritising the ESG research. However, each specialist (in conjunction with the generalists Dion Hershan and Katie Hudson) is responsible for implementing ESG issues into our decision making process for each stock.

ESG issues are incorporated into the 1-page investment theses specialists develop for every company in our portfolio. They are an essential element to our stock analysis which forms the basis to our bottom-up approach building our portfolios. Industry allocation is the residual of our bottom up stock selection process.

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

0 Number

07.4. Additional information. [Optional]

I confirm I have read and understood the Accountability tab for SG 07 I confirm I have read and understood the Accountability tab for SG 07

SG 07 CC. Climate-issues roles and responsibilities (Not Applicable)

SG 08. RI in performance management, reward and/or personal development (Not Completed)