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Terra Alpha Investments, LLC

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
        

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

The entire team has oversight/accountability for implementing our RI priorities into our investment process.

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

9 Number

07.4. Additional information. [Optional]

Our full team.


SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. Indicate the roles in the organisation that have oversight, accountability and/or management responsibilities for climate-related issues.

Board members or trustees

Chief Executive Officer (CEO), Chief Investment Officer (CIO), Chief Risk Officer (CRO), Investment Committee

Other Chief-level staff or heads of departments

Portfolio managers

Investment analysts

Investor relations

07.7 CC. For management-level roles that assess and manage climate-related issues, provide further information on the structure and processes involved.

Our chief investment officer and portfolio manager are ultimately responsible to ensure climate-related issues are integrated into the investment process and addressed by the investment analysts. That said, the entire investment team (CIO, portfolio manager, investment analysts) is responsible for assessing and managing climate-related issues. Terra Alpha’s investment process was designed purposefully by its CIO to fully integrate ESG data and information, including climate change considerations. The portfolio manager and analysts assess climate-related risks and opportunities when analyzing companies through Terra Alpha’s proprietary Environmental Productivity Rating and Enduring Business Model Score frameworks. All company analysis is presented to the full investment team to allow for discussion on such topics. Many climate-related issues are also embedded in the long-term thematics (e.g., decarbonization, electrification of everything, etc.) that we actively monitor and that have always been an integral part to our investment process. In addition to utilizing the knowledge and work of our Advisory Board, we also engage with many environmental organizations and NGOs to ensure that we continue to evolve and update inputs into our processes.


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

08.1. Indicate if your organisation’s performance management, reward and/or personal development processes have a responsible investment element.

Board members/Board of trustees

08.1b. RI in personal development and/or training plan

08.2. Describe any activities undertaken during the reporting year to develop and maintain Board members’ skills and knowledge in relation to responsible investment.

Formal Advisory board member orientation process.

Chief Executive Officer (CEO), Chief Investment Officer (CIO), Chief Operating Officer (COO), Investment Committee

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Other C-level staff or head of department

          COO
        

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Portfolio managers

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Investment analysts

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Investor relations

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

08.3. Provide any additional information on your organisation’s performance management, reward and/or personal development processes in relation to responsible investment.

Our funds are 100% integrated with ESG factors, which are inextricably linked to fund performance, staff salaries, and other incentives. 


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