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Harvard University Endowment

PRI reporting framework 2016

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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]

HMC has begun to undertake other efforts to assess the performance of companies and whether their performance changes due to HMC's engagement efforts.  HMC joined the PRI Investor Working Group on Corporate Climate Change Lobbying in spring 2015.  This initiative seeks to prompt companies to take action on climate change, including through lobbying actions that are consistent with the goal of preventing climate change.  Working with other companies in the initiative, HMC developed an evaluative framework that it will use to assess companies.  HMC will start to implement this evaluative framework and other activities related to the initiative in the next reporting year.  Background on the initiative is available at the following websites: and  The objectives of the group can be found here: