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NEI Investments

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

          VP ESG Services

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

The Chief Investment Officer is responsible for overseeing the development (in coordination with Product) of new RI-themed investment products, for hiring and monitoring sub-advisors with ESG capabilities, and for working with the ESG team to further integrate ESG into our investment process.

NEI's ESG Services Department operates through four program areas: evaluation, engagement, public policy and research. Within each, we have defined roles and responsibilities related to oversight and implementation of our RI program. In addition, we regularly conduct strategic planning to ensure that we are fulfilling our RI mandate and maintaining our leadership position in the RI industry. This strategic planning process includes the Chief Investment Officer and the portfolio management team.

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

7 Number

07.4. Additional information. [Optional]

Note that we have embraced RI as a key differentiator and as such, our sales team is trained in talking to advisors about RI and why advisors should integrate RI into their practice.

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

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