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Vert Asset Management LLC

PRI reporting framework 2019

You are in Strategy and Governance » Governance and human resources

ガバナンスおよび人事

SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。

組織における役職

下記の内部の役割より選択;

          Chief Sustainability Officer
        

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

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. 組織にいる専任の責任投資担当者の人数を記載してください。

2

07.4. 補足情報 [任意]

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.

下記を読み理解しました I confirm I have read and understood the Accountability tab for SG 07

SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. 気候関連問題について監視、説明責任および/または管理責任をもつ組織の役職を示してください。

最高経営責任者(CEO)最高投資責任者(CIO)最高リスク責任者(CRO)投資委員会

他の最高級職員または部長(具体的に記入してください)

07.7 CC. 気候関連の問題を評価し管理する管理レベルの役職については、その構造とプロセスを詳しく説明してください。

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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