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Fulcrum Asset Management LLP

PRI reporting framework 2019

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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.

Roles

Select from the below internal roles

          Head of Alternative Strategies
        

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

The Responsible Investment Committee has been asked by the Board to review to what extent Fulcrum is incorporating responsive investment elements into its investment processes and to review and implement areas it can improve as a sustainable business. The Committee meets at least quarterly and consists of representatives across the firm’s investment strategies as well as risk, compliance and client facing teams including the roles selected above. 

In addition, the Responsible Investment Officer dedicates significant time to manage RI projects, reporting, integration initiatives etc. across the firm. 

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

1 Number

07.4. Additional information. [Optional]

The RI Committee consists of 12 members including the Responsible Investment Officer. Every member on the Committee are to some degree involved in considering RI in their role and this is particularly relevant for those representing the investment side. In addition, much of the research on companies and use of the ESG scores are done by analysts that are not on the Committee. Due to the size of the firm none of these spend the majority of their time solely on RI but it is integrated in their daily work. 

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 (Private)


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


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