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Morphic Asset 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

          Head of Research

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

The day-to-day executive responsibility is undertaken by the Head of Research and the Joint CIO's with controls covering stock selection, implemnetation of negative and positive screens, and portfolio construction generally. The Board regularly reviews any exceptions ot the process and has final say on any issues.

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

9 Number

07.4. Additional information. [Optional]

Our RI policy starts at the business level and as such covers all of our activities, investment-related or otherwise. We implement the same investment process, with identification and consideration of material ESG issues fully implemented across all portfolios. This will always be the case. In this context, everyone of our 9 team members with investment duties can be considered a dedicated responsible investment staff member.

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 (Private)