This report shows public data only. Is this your organisation? If so, login here to view your full report.

Letko, Brosseau & Associates Inc.

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;

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。

Oversight of ESG integration and responsible investment resides with LBA's Management Committee and, ultimately, with its Board of Directors, who set the risk, integrity and compliance culture of the firm.

All portfolio managers and analysts are responsible for ensuring that each material ESG consideration is incorporated into the analysis and selection of each investment, investigating material environmental, social and governance risks and opportunities facing companies in their coverage universe, and including such issues in each investment thesis presented to the investment committee. Specialization by global industry sector facilitates our industry experts’ understanding of the business models, economic context, issues and trends that are most material to each sector within an international framework.

In addition, to ensure that all key ESG issues and controversies are captured, a dedicated investment professional (“ESG Lead”) conducts an independent verification by reviewing third-party ESG research to ensure that every material issue is discussed and understood by the investment committee. The ESG Lead also conducts a semi-annual review of all investee companies.

We consider ourselves to be long-term partners of our investee companies, and over the years LBA has developed a very strong culture of engagement. Transparent and candid discussions with company management teams on all relevant issues, including ESG issues, are consistent with our investment philosophy and essential to our in-depth research process.

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。

1

07.4. 補足情報 [任意]

Each investment professional is responsible for investigating material environmental, social and governance risks and opportunities facing companies in their coverage universe and including such issues in the investment thesis presented to the investment committee. In addition, to ensure that all material ESG issues have been identified and researched, a dedicated Senior Portfolio Manager (our ESG Lead) conducts an independent review of the material ESG issues, including a review of third-party ESG research, and ensures that each of the material issues is presented to the investment committee. Thereafter, the ESG Lead conducts a semi-annual ESG review of all investee companies.

The ESG Lead has responsibility for ensuring responsible investment principles are integrated into the investment process throughout the firm. However, as described above, all members of the investment team have a responsibility to ensure that ESG factors are incorporated into each investment analysis, and to be active owners.


SG 07 CC. Climate-issues roles and responsibilities (Private)


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


Top