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State Street Global Advisors (SSGA)

PRI reporting framework 2017

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]

SSGA's Asset Stewardship Team works closely with representatives from SSGA’s investment teams includings members from our Passive Equity, Active Fundamental Equity Team, and Fixed Income teams . Together we conduct joint engagements with companies and, from time-to-time, the Asset Stewardship Team provides insights gleaned from collaborative and individual engagements to portfolio managers and to members on SSGA’s Investment Committee, a group that oversees all investment decisions in the organization.

Furthermore, the Asset Stewardship Team shares insights it gain through engagement and proxy voting  on macro and industry trends with members of SSGA’s investment teams. This includes but is not limited to topics such as the governance trends in emerging markets.

In 2016, the Asset Stewardship Team co-published a paper Navigating Conglomerate Governance: Through the Lens of the Korean Chaebol with a portfolio manager from the active fundamental team.  This paper highlight the corporate governance challenges of investing in Korean Chaebols and provides guidance on evaluating conglomerate governance. 

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]

SSGA's Asset Stewardship Team maintains a comprehensive database of all engagements conducted during the year. This database contains detailed notes on the engagements, key issues that were discussed in the engagements and issues identified during the engagement, and any follow-up if required. Information captured in the database goes back a number of years and provides a historical perspective of engagement with a particular company, including our vote history and reasons for vote decisions on key ESG issues.