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Ita├║ Asset Management

PRI reporting framework 2017

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You are in Direct - Listed Equity Active Ownership » Engagement » Process » General processes for all three groups of engagers

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.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

09.2. Additional information. [Optional]

Information obtained through engagements is embedded into our ESG research process, which then feeds our equity valuation models as described in section 4. LEI.


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

Individual / Internal staff engagements

Collaborative engagements

10.2. Additional information. [OPTIONAL]

Individual engagements conducted by our dedicated ESG analyst are tracked. The information collected depends on our previous ESG analysis of the company, all additional info is embedded to the company ESG file, including the realization of the meetings / engagement. This information feeds our equity research process as described in section 4. LEI. Sector analysts also perform engagements and follow ups on ESG issues according to guidelines provided by the ESG analyst.


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