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Groupama Asset Management

PRI reporting framework 2017

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

Process

Process for engagements run internally

LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagement activities carried out by internal staff.

03.2. Describe the criteria used to identify and prioritise engagement activities carried out by internal staff.

03.3. Additional information. [Optional]

The choice of companies and subjects of dialog with a company is made upon several criteria. The two main drivers are the level of exposure we have in a company, wich determines the level of risk this company may induce on the systematic risk of the portfolio and the materiality of ESG factors. Groupama AM specificity is to have developped a strong integration policy. The materiality of ESG factors is therefore decisive to prioritize our engagement activities.


LEA 04. Objectives for engagement activities

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

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take following your engagements.

04.3. Indicate whether your organisation defines milestones and goals for engagement activities carried out by internal staff.

04.4. Indicate if you do any of the following to monitor and evaluate the progress of your engagement activities carried out by internal staff.

04.5. Additional information. [Optional]

We are following the evolution in the ESG performance of each company through our screening approach. As we are regularly meeting with the same companies, we revise and adapt our ESG demand according to their progress.


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

09.2. Additional information. [Optional]

Our ESG meetings have an influence on the ESG analysis of a company. Dialog have an influence on investment decisions as it will influence the rating and the fundamental analysis of an issuer. This influence may be even more direct because some of our meetings with company are held with portfolio managers, and the reaction of the company to our ESG demand may have a direct impact on their investment decisions.


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

10.2. Additional information. [OPTIONAL]

Each of our engagement action is registred. Each time a company is met, we register the following information : name and position of the person met, ESG demands made, response of the company during the meeting, type of reaction expected after the meeting.

This tracking system is updated after each meeting. This file is accessible to the all analysts and investment team. The accuracy of the information is verified once a year when the information is used for the reporting.


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