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Osmosis Investment Management

PRI reporting framework 2020

You are in Direct - Hedge Funds » Governance

ガバナンス

HF 03. Organisation of RI responsibilities

03.1. 貴組織がRI実行および/または監督責任を組織したか否か、またどのように組織したかについてお答えください。

具体的に記述してください

          The CEO, together with the risk and investment committees, are responsible for RI oversight.
        

具体的に記述してください

          The portfolio managers and the environmental research team are responsible for the implementation of RI.
        

03.2. 追加情報 [任意]

          The whole business is dedicated to an "E" approach. Due to the systematic approach taken to construct the investment strategies, the PM’s are responsible for the rebalancing of the portfolios and continually to engage with the research team to present thoughts and ideas as to how to further exploit the utilisation of the environmental data set.  They also work closely with the Head of Research.  Research work closley with the PMs to understand how the Resource Efficiency factor signal is implemented within the portfolios. This collegaite approach is key to driving forward the research process.
        

HF 04. RI training programme

04.1. 報告対象年度中に貴組織スタッフ向けヘッジファンド投資に関するRIトレーニング・プログラムを導入したか教えてください。

04.2. 「はい」の場合、RIトレーニング・プログラムがどのように実施されるか説明してください。

Environmental analysts are trained by the Head of Environmental Research and each specialises in resource efficiency within various industry groups. In early 2019 Lennart Hermans from the Carbon Disclosure Project – the global environmental reporting organisation joined the team to further develop the Osmosis proprietary research process and bring it expertise assessment methodologies for corporate disclosure on climate change, water security and deforestation. Later in 2019, Dr Tom Stephen joined the team as a quantitative researcher linking the environmental research and portfolio management teams. In his most recent position as a postdoctoral fellow in Sustainable Finance at the University of Geneva, he conducted data-driven research on responsible investment strategies and portfolio ESG footprints. Prior to that, Tom was a visiting researcher at the Financial Conduct Authority. Tom holds a joint Ph.D. in financial market microstructure from the University of Edinburgh and Macquarie University. He completed an M.Sc. in Carbon Finance (University of Edinburgh) and a B.Sc. in Business Administration (University of Mannheim), including a semester abroad at HEC Montreal.


HF 05. Performance/remuneration metrics linked to RI incorporation

05.1. RIをヘッジファンドに組み込むにあたって、貴組織に影響する主な事項は何ですか? 貴組織について該当する項目を選択してください。

05.2. 従業員の年次パフォーマンス・レビューまたは報酬指標は、RIをヘッジファンドに組み込むために使用されるKPIの構成要素を反映していますか?

「はい」の場合、貴組織で使用されるKPIを選択・記述してください(少なくとも1つのKPIが変動報酬に連動する必要があります)。
KPI
変動報酬に連動
説明
          The whole business is dedicated to inclusion of RI into our hedge fund and other strategies. Successful risk management, financial performance and related AUM growth ultimately benefits all employees through remuneration and bonuses.
        
          The whole business is dedicated to inclusion of RI into our hedge fund and other strategies. Successful risk management, financial performance and related AUM growth ultimately benefits all employees through remuneration and bonuses.
        
          
        

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