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.
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.