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Fortius Fund Management

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

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

Sam Sproats - CEO

- Oversight of Responsible Investment Policy

Phil Rockliff - Head of Asset Management

- Supervises GRESB

- Manages the Asset Management Process 

- Ensures 'Environmental Mangement Systems' policy is adhered to

- Follows up with Property Managers and 3rd party reporting consultants.

Marc Fitton/Tim Pearson - Capital Transactions

- Supervises teams for responsible investments

Philip Meagher – Responsible Manager

- Oversees that policies are adhered to and undertakes annual policy reviews.

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

6 Number

07.4. Additional information. [Optional]

Given the size of Fortius these staff also have other responsibilities

SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. Indicate the roles in the organisation that have oversight, accountability and/or management responsibilities for climate-related issues.

Board members or trustees

Chief Executive Officer (CEO), Chief Investment Officer (CIO), Chief Risk Officer (CRO), Investment Committee

Portfolio managers

Investment analysts

Investor relations

External managers or service providers

07.6 CC. For board-level roles that have climate-related issue oversight/accountability or implementation responsibilities, indicate how these responsibilities are executed.

- Oversight of Responsible Investment Policy

- Supervise GRESB 

- Oversee that policies are adhered to and undertakes annual policy reviews.


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