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Epoch Investment Partners, Inc

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

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

Following a review of Epoch's ESG practices, a dedicated ESG team was formed, led by Richard Watt. Currently, this team performs detailed portfolio analysis and ESG research of individual portfolio names. This includes a quarterly portfolio carbon analysis, shared with PMs, and the creation of an ESG engagement list. Research is shared with PMs and analysts prior to the engagement call. Analysts and PMs are invited to participate in the engagement process as a means of building their comfort and expertise. Finally, call/meeting notes are shared in the firm's Research Management System. Analysts and PMs incorporate this information into their investment decisions at their discretion.

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

2 Number

07.4. Additional information. [Optional]

Epoch has two investment professionals solely dedicated to the ongoing implementation of Epoch's ESG program.

Richard Watt, Managing Director, Head of Sustainable Investment, began his career in Edinburgh, Scotland in 1982. He holds an MA Joint Honors Degree in History and Politics from the University of Edinburgh. In 2017 he received a Certificate in Sustainable Investing Leadership from the University of Cambridge, and in 2019 a Certificate in Climate Science and Policy from the University of Queensland. Richard was appointed Head of Sustainable Investment at Epoch in 2019. Prior to joining Epoch in 2007, he was an Executive Vice President of U.K.-based Schroders Investment Management, and Head of Emerging Markets at Credit Suisse Asset Management. Richard also held positions as a portfolio manager with Gartmore and Kleinwort Benson in London.

Ravi Varghese, Vice President, ESG Analyst, joined Epoch in 2019 as an ESG analyst, focusing on ESG research across the firm. Prior to joining Epoch, he completed an MSc in Climate Change and Finance from Imperial College London and worked at Ceres, a sustainability organization in Boston. He also has investment experience spanning multiple asset classes at HighVista Strategies, long/short equities work at Arbiter Partners and global macro investing at Protégé Partners. Ravi earned a B.A. in Sociology with Economics from Yale University and a Masters in Finance from London Business School.


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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