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Westfield Capital 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

          COO, CFO, CCO
        

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

Westfield's dedicated responsible investment resource is the Director of ESG Research who is charged with the implementation and oversight of the responsible investing activities at Westfield.  This implementation and oversight is most applicable to Westfield's Sustainable Growth Equity strategy for which the Director serves as portfolio manager.  This strategy utilizes responsible investment principles in the management of client portfolios.

 

However, the Director's influence with regard to responsible investing activities is also felt more broadly as he is a member of Westfield's Investment Committee that manages the vast majority of the firm's assets under management.  Westfield’s integration of ESG factors into the investment approach within Investment Committee managed strategies is focused on the materiality and relevancy of various ESG factors to each sector and specific company, and how they may affect valuation, risk and the confidence of the investment thesis. The deep industry expertise of our sector-focused analysts, coupled with the ESG focus of the Director of ESG Research, is relied upon to identify and incorporate material ESG factors into the fundamental analysis. Relevant and material ESG issues are identified and evaluated with the assistance of the Director through management dialogue, the collection and analysis of third party ESG data, and frameworks such as SASB’s (Sustainability Accounting Standards Board) Materiality Maps.

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

1 Number

07.4. Additional information. [Optional]


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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