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Wise Equity SGR

PRI reporting framework 2019

You are in Strategy and Governance » Governance and human resources


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。



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 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. 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。


07.4. 補足情報 [任意]

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.

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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)