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Vancity Investment Management

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;

          Vice President Sustainable Wealth Management
        

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。

Oversee and direct ESG research to provide timely environmental social governance analyses both in response to requests by the Portfolio Managers and proactively on an initiative basis to provide potential new ideas in support of portfolio construction.

Develop, lead, implement and report on shareholder engagement strategies to address potential ESG risks.

Utilize engagement strategy to facilitate team mentoring, training and succession planning

Participate in the investment process to contribute to the effectiveness of the investment process in support of the performance objectives of the funds and portfolios. Actively support and contribute to the Investment committee objectives of implementing responsible investment strategies.

Provide appropriate management to ESG team to ensure support for the VCIM investment process.
Assign and delegate research projects to support implementing responsible investment strategies.
Provide guidance and support for team in advancing marketing/sales support across IA Clarington and Vancity.

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。

8

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。

取締役会メンバーまたは受託者

最高経営責任者(CEO)最高投資責任者(CIO)最高リスク責任者(CRO)投資委員会

他の最高級職員または部長(具体的に記入してください)

ポートフォリオマネージャー

投資アナリスト

専任の責任投資担当者

投資者関係(IR)

組織外の運用会社またはサービスプロバイダー

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

Vancity’s risk management framework enables the Board to define and approve an appropriate risk appetite, which outlines how much risk Vancity is willing to take in order to successfully achieve its strategic plan. We knowingly and willingly take on risk because we see the upside, and use effective risk management techniques to provide an appropriate safety net. To manage risk appropriately, Vancity monitors risk across 12 broad and interrelated risk dimensions. In 2017, we added climate risk to our risk oversight because we have come to realize there are both short and long term impacts to our members and operations that we need to pay attention to, and influence as much as possible. For example, rising sea levels that could lead to the flooding of low-lying areas (where many members live and work) and how climate change could impact the frequency and intensity of earthquakes are things that could have detrimental impacts on our community. As we determine how much of a financial risk climate change poses to our business, we intend to disclose more on how we are managing it as recommended by the Task Force on Climate-related Financial Disclosures


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


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