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Lazard Frères Gestion

PRI reporting framework 2019

You are in Strategy and Governance » Governance and human resources

ガバナンスおよび人事

SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。

組織における役職

下記の内部の役割より選択;

          Managing Director - Institutional Sales department
        

その他の役職(具体的に記入してください) (1)

          Chief Compliance Officer
        

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

  • Chief Compliance Officer

He ensures the correct application of ESG and voting policy and the clear understanding of the regulatory requirements, throught audits and regular reportings.

 

  • Chief Operating Officer

He's responsible for the operational strategy of the company. He is in charge of optimizing revenues and margins, but also of participating in the development of the business by anticipating market developments. ESG issues are part of his remit He reports directly to the general management.

 

  • Managing Director - Institutional Sales departement

He's in charge of coordination of all ESG topics for Lazard Freres Gestion. His position is strategic and allows us to better respond to institutional investors needs. He heads the ESG committee that he created in 2016.

 

  • Portfolio managers = Investment analysts

Portfolio manager–analysts are responsible for the ESG analysis. Their goal is to gain a greater understanding of ESG risks that could have a material effect on a company valuation. To achieve this, our portfolio manager-analysts regularly meet the management of the listed companies, around 900 meetings per year. The extent of, and approaches to, ESG integration can vary depending on the asset class and investment process :

- Equities: ESG criteria are embedded in the risk premium of our valuation models

- Convertible bonds: our ESG criteria analysis is included in our investment scenarios

- Fixed income: ESG criteria are included in our assessment of the credit spread

 

  • Dedicated responsible investment staff

RI team is in charge of implementing aspects of the organization’s responsible investment practices, for example, incorporating ESG issues into investment strategies, voting in general meetings and policy matters. In addition, RI team is also in charge of conducting ESG-related research, and works closely with asset managers on various ESG matters.

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。

2

07.4. 補足情報 [任意]

下記を読み理解しました 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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