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Wise Equity SGR

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

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

The Board yearly reviews the ESG Policy guidelines and objectives.

The Investment Team has to include the ESG factors into the investment evaluation. For each new investment it is requested an ESG Due Diligence. The Investment Team engages with the management of the companies in portfolio to improve their sustainability and starting from 2019 for the adoption of an ESG Plan with ESG targets and specific KPIs. The Senior Investment Partner, member of the Board of Wise Equity, has the  responsability of the implementation of the above described process and has to yearly report to the Board about the performance of the invested companies in the implementation of the ESG Plan.

The CFO monitors the implementation of the ESG Policy and prepares the disclosure of information to the investors. 


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

0 Number

07.4. Additional information. [Optional]

Responsibility for ESG Policy implementation is spread around the organization at the investment team level. The CFO is in charge of the overall oversight and the Board sets the guidelines and bears the final responsibility.

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 (Not Applicable)

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