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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

          Senior Manager - Institutional Markets

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

Board members:

Bâtirente’s Board of Directors gives the Investment and Extrafinancial Risks Management Committee (IERM) the mandate to monitor the implementation and updating of the Guidelines. The Committee oversees the compliance of asset managers and other providers in discharging their mandates (portfolios, voting, shareholder engagement).

Batirente's CEO and one member of its Board of Directors and chairman of the IERM committee are members of the Board of Directors of Æquo Shareholder Engagement Services, our engagement services provider.


The CEO is a member of the IERM committee. The CIO and the Senior Manager - Institutional Markets also participate in IERM committee meetings. This team oversees the investment strategy as well as all aspects of RI implementation by third parties. 

Senior Manager - Institutional Markets:

As a part of its supervising activities with external portfolio managers, the Senior Manager is responsible for leading asset managers to:

  • Integrate consideration of ESG risks into their portfolio building process.
  • Become signatories to the Principles for Responsible Investment (PRI).
  • Implement shareholder engagement practices, when Bâtirente Funds participate in mutual funds of which they are the sponsor.
  • Be familiar with these Guidelines.
  • Develop their voting exercise policy.
  • Submit appropriate reports accounting for their integration, engagement and voting rights exercise activities.

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

0 Number

07.4. Additional information. [Optional]

Until June 2016, we had one full-time employee dedicated to RI activities, particularly shareholder engagement. He joined the company we co-founded, Æquo Shareholder Engagement Services, when it started its activities.

Today, Bâtirente's investment team consists of three people, two of whom are involved in other activities not related to the investment. RI activities are therefore shared among the three members of the investment team.

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SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. Indicate the roles in the organisation that have oversight, accountability and/or management responsibilities for climate-related issues.

Investment analysts

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

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