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Formuepleje

PRI reporting framework 2020

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;

          Head of Middle Office
        

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。

Formuepleje’s Investment Committee discusses all investment decisions (at a high level) at a Committee meeting every two weeks. Moreover, the Committee evaluates the effect of Formuepleje’s Policy of Responsible Investments twice a year – approved annually by the Board – and whether our collaborators comply with this policy. The Investment Committee is headed by the CIO of the Group and consists of, among others, the Head of Investment Fund Administration, the CEO and the Head of Strategy and Macro-analysis. Responsible investment considerations, that may arise e.g. during the investment analysis, are addressed by the Investment Committee.
Formuepleje's ESG Comittee has the daily responsibility for ESG issues. The Committee meets on a quarterly basis at a minimum to discuss the results from the norms-based screening. Every case is discussed and evaluated, and any concerns are forwarded with recommendations to the Investment Comittee. The ESG Committee is led by our Head of Middle Office, closely working togther with a Quantitative Analyst, and recieves feedback and inputs from our Head of Equitites and one of our Credit Portfolio Manager. The Comittee also discusses future possible process and development of incorporating ESG within Formuepleje. Formueplejes ESG Committee is responsible for the annual reporting to PRI and reports to the Investment Committee with RI matters. Furthermore, they are supervising the implementation of Formuepleje's RI Policy and collaborations with service providers.
External managers are assigned the responsibility of engagement and incorporating ESG in their investment process. External mangers are thereby required to engage and report back any RI or ESG-related findings. Our Head of Equity meets quarterly with the external managers, where the recent quarter’s return and risk elements are evaluated and discussed. ESG/RI is a natural part of the external manager’s report both in terms of generating a healthy return but more importantly in generating an adequate risk profile.

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。

0

07.4. 補足情報 [任意]


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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