This report shows public data only. Is this your organisation? If so, login here to view your full report.

Portfolio Advisors, 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.


Select from the below internal roles

          Chief Compliance Officer

Other description (1)

          Established an ESG Working Group

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

Portfolio Advisors, LLC has established an ESG Working Group to provide for the assignment of and accountability for ESG responsibilities and instruct Company investment professionals in the identification and management of ESG risks and opportunities and provide such investment professionals with appropriate support and assistance. The Group is also responsible for identifying new ESG initiatives.

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

0 Number

07.4. Additional information. [Optional]

Currently Portfolio Advisors, LLC does not have a dedicated professional whose primary responsibility is working in the ESG space; however the Firm is committed to adhering to ESG principals through its policies and procedures. PA rigorously adheres to ESG guidance during the due diligence and investment process and ongoing monitoring process. Portfolio Advisors has staff that coordinates and supports the process of ESG integration throughout the manager selection, appointment, and monitoring process. In 2019, PA has established an ESG Working Group to expand our ESG initiatives. 

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

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