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C WorldWide Asset Management

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources

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 Global Clients
        

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

For the role of RI accountability, at the highest level this responsibility is anchored with our Board of Directors and primarily implemented through the relevant Group Policies.

For the role of RI oversight/accountability as well as RI procedures, these responsibilities are anchored with our ESG Committee. The Committee, which meets regularly, sets the direction of our in-house ESG and RI initiatives. Represented on this Committee are senior members of the Portfolio Management, Legal and Global Client teams, including two members of the 5-person executive management team of CWW AM.

The primary purpose of the committee is as follows:

  • To evaluate screenings provided by external engagement service provider (Sustainalytics)
  • To follow up and take a position on developments or lack of same in current engagements, and to do so both in collaboration and dialogue with the relevant portfolio managers
  • To establish the framework for responsible investing at CWW AM and to coordinate and prioritise all relevant initiatives
  • To ensure a continuing development and implementation of PRI in all products, portfolio management and workflows

For the role of RI implementation responsibilities, this is anchored primarily with the investment team and the portfolio managers responsible for integrating ESG. This includes actively monitoring our screening efforts and researching and engaging with companies where there are material issues which could affect the long-term fundamental investment case of the company.

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

10 Number

07.4. Additional information. [Optional]


SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. Indicate the roles in the organisation that have oversight, accountability and/or management responsibilities for climate-related issues.

Board members or trustees

Chief Executive Officer (CEO), Chief Investment Officer (CIO), Chief Risk Officer (CRO), Investment Committee

Other Chief-level staff or heads of departments

Portfolio managers

Investment analysts

Dedicated responsible investment staff

External managers or service providers

07.6 CC. For board-level roles that have climate-related issue oversight/accountability or implementation responsibilities, indicate how these responsibilities are executed.

These responsibilities are executed on a high level – i.e. from an oversight perspective. Accountability and oversight responsibilities are therefore anchored in Group Policies which are applied across the organisation and which are applied across client mandates and mutual funds.

07.7 CC. For management-level roles that assess and manage climate-related issues, provide further information on the structure and processes involved.

For management-level roles oversight and accountability as well as assessment responsibilities are anchored in more specific procedures and more portfolio specific assessments, and from a process perspective in more close and direct dialogue with the portfolio management teams.


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


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