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Matarin Capital Management (Delisted)

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.


Select from the below internal roles

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

Because Matarin integrates ESG factors in our risk and return models directly alongside traditional financial factors, and in the same way, these factors are monitored in a similar way on an on-going basis by the firm's investment team.

The contribution to returns of our return factors are monitored monthly. Risk factors are considered on their impact on stock selection and portfolio construction daily, as portfolios are optimized. All of the ESG factors used in our work are implemented, monitored, and challenged regularly alongside all of the other fundamental investment variables used in our models.

Matarin has implemented an internal, senior level, team approach to the oversight and/or implementation of on-going research on new ESG variables which could, potentially, be used in our work. It is the goal of our investment team to identify and test ideas which could improve the efficacy of our models overall. Finding ESG variables is certainly a part of the research process.

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

0 Number

07.4. Additional information. [Optional]

Matarin is a boutique manager, with 8 employees, so we are not large enough to have a "dedicated" ESG staff, but the four person investment team shares responsibility for idea generation and successful execution for all ESG concepts, while the entire management team is active in review and oversight of that work.

In addition, team members have, and will continue to, volunteer on committees and participate in investment industry related events which focus on ESG and diversity and inclusion.  Team members have spoken on panels, and regularly attended conferences and other meetings on these and related topics.  Matarin has also been cited in numerous articles in the popular press related to these issues. 

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

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