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Portfolio Advisors, LLC

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources


SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。



          Chief Compliance Officer

その他の役職(具体的に記入してください) (1)

          Established an ESG Working Group

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

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. 組織にいる専任の責任投資担当者の人数を記載してください。


07.4. 補足情報 [任意]

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)