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Union Mutualiste Retraite

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。



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。

  • Board Members : validate the ESG report and strategy. 
  • CEO & Chairman : as a members of the investment comitee, they validate the investment propositions. They verify that the investment opportunities respect ESG criterions as well as financials.
  • CIO & Portfolio Managers:  analyze the financial and ESG reports,  select investment propositions and present it to the investment comitee. They can also take the decision to reduce or sell positions in companies that face high ESG controversials.
  • RI Staff: analyzes the ESG profiles of the investments. Receive and consolidate ESG measurements of the portfolio. Produces the annual ESG reports.

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]

There is one person dedicated to ESG at UMR.

In addition, most of our assets are managed by investment firms that have dedicated ESG team.

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

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