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Momentum Metropolitan Life Ltd

PRI reporting framework 2020

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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

          Each area has a head
        

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

Where there is RI oversight/accountability the expectation is that each of these parties should be involved with the input of the annual responsible investment goals and the quarterly assessment of the progress to achieving these goals.  Another important expectation is to ensure that the investment team integrate and support the principles of the PRI.  We also have a formal feedback session to discuss the outcomes of the PRI assessment report to establish how we can improve and build on our responsible investment initiative.  The oversight/accountability role is important to influence the direction of the responsible investment initiative and also gain support across the organization.

The implementation responsibilities are key to enable the achievement of the responsible investment goals by way of day-to-day business.  The portfolio managers engage directly with their appointed external fund managers and may address their proxy vote actions or ESG material risks that need to be considered in their portfolios.  Investment analysts are required from time to time to compare our portfolios to other responsible investment indices and to engage with fund managers when controversial topics arise in the market.  The responsible investment staff need to research best practices and approaches to integrate ESG considerations in the investment team and to give practical guidance to the organisation.  External fund managers are required to adhere to our responsible investment policy and engage with us on ESG risks that may arise in our portfolios.

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

2 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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