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C WorldWide Asset Management

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources


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。



          Head of Global Clients

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。

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. 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。


07.4. 補足情報 [任意]

SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. 気候関連問題について監視、説明責任および/または管理責任をもつ組織の役職を示してください。








07.6 CC. 気候関連の問題の監督/説明責任または実施責任がある取締役会レベルの役職については、これらの責任の遂行方法を説明してください

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. 気候関連の問題を評価し管理する管理レベルの役職については、その構造とプロセスを詳しく説明してください。

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)