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BT Pension Scheme

PRI reporting framework 2016

You are in Direct - Listed Equity Active Ownership » Engagement » Process

Process

Process for engagements conducted via collaborations

LEA 05. Process for identifying and prioritising collaborative engagement

05.1. Indicate whether your organisation has a formal process for identifying and prioritising collaborative engagements

05.2. Describe the criteria used to identify and prioritise collaborative engagements

05.3. Additional information [Optional]


LEA 06. Objectives for engagement activities

06.1. Indicate if the collaborative engagements in which you are involved have defined objectives.

06.2. Indicate if you monitor the actions companies take following your collaborative engagements.

06.3. Indicate whether your organisation defines milestones and goals related to engagement activities carried out via collaborations.

06.4. Indicate if you do any of the following to monitor and evaluate the progress of your engagement activities.

06.5. Additional information. [Optional]


Process for engagements conducted with/on your behalf by service providers

LEA 07. Role in engagement process

07.1. Indicate if you play a role in the engagement process that your service provider conducts on your behalf.

07.2. Indicate what role you play in engagements that your service provider conducts on your behalf.

07.3. Additional information. [Optional]

We provide strategic direction to EOS and oversee their activities. We provide input into their processes for setting objectives and prioritising themes and issues as well as their 3 year engagement plan. BTPSM's Head of Responsible Investment sits on EOS' advisory board and conducts formal annual and monthly reviews of the Scheme's stewardship services provider. EOS are also invited to present progress on material engagements to the Trustee Responsible Investment Oversight Committee.


LEA 08. Monitor / discuss service provider information

08.1. Indicate whether you monitor and/or discuss the following information provided to you by your service provider

Please select all that apply

08.2. Additional information. [Optional]


General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers

09.1. Indicate if insights gained from your engagements are shared with your internal or external investment managers as input for consideration in investment decisions.

Type of engagement

Insights shared

Collaborative engagements

Service provider engagements

09.2. Additional information. [Optional]


LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of engagements your organisation participates in.

Type of engagement
Tracking engagements

Collaborative engagements

Service provider engagements

10.2. Additional information. [OPTIONAL]


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