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Vert Asset Management LLC

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

          Chief Sustainability Officer
        

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

The Chief Executive Officer is repsonsible for leading the Investment Research Group, which designs the strategy and selects securities.

The Chief Sustainability Officer leads our Engagement Strategy.

The Portfolio Managers impletment the strategy designed by the Investment Research Group and manages the portfolio, including trading, on a daily basis.

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

2 Number

07.4. Additional information. [Optional]

There are two full-time employees at Vert Asset Management, LLC. The Investment Research Group is comprised of academic consultants. Our portfolio managers come with the sub-advisory relationship we have with Dimensional Fund Advisors. The mutual fund legal, operations, and compliance are housed at US Bank Fund Services. Our RIA compliance is contracted with Graydon Compliance Solutions.

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.

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

Other Chief-level staff or head of department

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

The Chief Executive Officer is repsonsible for leading the Investment Research Group, which designs the strategy and selects securities.

The Chief Sustainability Officer leads our Engagement Strategy.


SG 08. RI in performance management, reward and/or personal development (Private)


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