As previously mentioned, we are formalizing a RI procedure based on ESG integration approach. Responsibilities are a key part of this procedure:
- Fundamental analysts will conduct ESG research and assess its impact in terms of the target weight recommendation.
- Investment decisions rely in PMs who are responsible of taking into account any information deemed material for their portfolios.
- CIO has an oversight responsibility in the development of all investment committees.
- Investor Relations staff have a responsability in assessing the clients’ need and interest in RI products, and in understanding industry’s best practices related to RI and ESG to enhance the company’s value proposition. At the moment one investor relations analyst is partially dedicated to RI strategy development and implementation.