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IVO Capital Partners

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 Sustainability

Other description (1)


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

Financial analysts are responsible for negative-screening and ensuring companies do not have activities part of the exclusion list, prior to start any fundamental analysis. The CIO, as directly involved in investment decisions, also have a role in the implementation. A double verification from a compliance officer is realized before any investment decision. The portfolio compliance is reviewed on a regular basis. 

Engagement approaches are collectively decided upstream by the Head of sustainability, investment analysts and salesforce, as an integral part of the investment strategy. Actions are implemented afterwards by the portfolio managers and ultimately incorporated into investment decisions.

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

0 Number

07.4. Additional information. [Optional]

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SG 07 CC. Climate-issues roles and responsibilities (Not Applicable)

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