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METROPOLE Gestion

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.

Roles

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.

All our portfolio managers (who are also financial analysts) are responsible for implementing SRI investment. The investment team works according to a collegiate organisation. Portfolio managers have the ability to manage all the funds (including SRI fund) and they have been trained to our ESG approach. The CIO (and co-CIO), who are also board members, have oversight and accountability for responsible investment.

Regarding our external ESG database, we ask the provider to adapt the data, to provide additional explanations if discrepancies are noted as compared to our internal research.

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

9 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

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

Board members or trustees

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

Portfolio managers

Investment analysts


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

08.1b. RI in personal development and/or training plan

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

All the board members with operational responsibilities have been trained to our Value Responsible approach (ESG framework, Value Responsible Investment process, CSR policy etc.). In addition to that, please note that 2 of the board members (the CIO and co-CIO) take part in company visits / interviews on ESG topics and reinforce their knowledge on this occasion. The funding of the research chair of University of Auvergne makes it possible for them to get sound knowledge of ESG issues and RI methodologies.

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

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Portfolio managers

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Investment analysts

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

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


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