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Charles Stanley PLC

PRI reporting framework 2017

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

Overview

LEA 01. Description of approach to engagement

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether your organisation has a formal engagement policy.

01.5. Additional information [optional]

As a financial services organisation, our primary responsibility is to maximise investment returns to our clients.In accordance with our contractual relationships, and in our view this is always best achieved through the consistent identification of quality investment opportunities for our clients' funds, and to dispose of investment holdings where we are dissatisfied with that investment's prospects for growth.

While we do not have a formal engagement policy in place because it would be inconsistent with our autonomous business model, Charles Stanley recognises that the maximisation of client investment returns may sometimes require a greater level of engagement with investee companies, including entering into an active dialogue with investee company management, and the resources used for each such engagement will be managed according to the circumstances of each case. 


LEA 02. Reasoning for interaction on ESG issues (Not Completed)


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