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Metzler Asset Management GmbH

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

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

Metzler Asset Management GmbH has a position for ESG integration. This expert coordinates and processes the ESG integration centrally for the portfolio management and also belongs to a special ESG Board, where sustainability topics are regularly discussed.

All fundamental oriented portfolio managers carry out – similar to analysts – evaluations of markets, sectors, issuers and securities. In our view, it is thus inevitable that they carry the ultimate responsibility for their decisions.

The Compliance Office at Metzler is responsible for monitoring and controlling sustainability efforts, the extent to which set targets and associated measures are achieved or implemented, and for coordinating Group-wide efforts to achieve sustainable business operations. It is in constant dialogue with all business units in order to coordinate internal and external communication. The Compliance Office reports directly to the Board of Management.

Service providers: MSCI ESG Research, ISS-oekom, Sustainalytics and BMO Global Asset Management deliver ESG analysis and respective reports.

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

5 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)


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