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.
Additional information. [Optional]