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Lennox 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

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

Lennox is made up of 3 employees - James Dougherty and Liam Donohue are the founders and portfolio managers in the business and Olivia Bible is the investment analyst.  James and Liam are also majority owners of Lennox and are on the board of directors.  At investment committee meetings where investment ideas are proposed and the qualitative screening process for a prospective investment is discussed, James and Liam are the only two employees that have a vote and the decision has to be unanimous.  This process means that the person presenting the investment idea (whether it be the portfolio manager or the investment analyst) has to have a high degree of confidence that the investment decision passes ESG factors and then in order for the investment to go ahead, the two portfolio managers need to agree that the investment passes ESG factors. 

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

0 Number

07.4. Additional information. [Optional]

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)