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PRI reporting framework 2017

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

01.2. Indicate what your engagement policy covers:

01.3. Attach or provide a URL to your engagement policy. [Optional]

01.4. Provide a brief overview of your organization’s approach to engagement

Our approach to stewardship ranges from active monitoring of all holdings, through the use of active proxy voting and external ratings, to focussing on key issues. The majority of our stewardship activity is conducted in-house by our portfolio managers and/or our specialist ethical and responsible investment team. External stewardship providers are used from time to time to provide extra capacity on key CCLA projects. All stewardship is overseen by our quarterly Ethical and Responsible Investment Committee, attended by the Head of Ethical and Responsible Investment, the Chief Investment Officer and the Chief Executive.

Stewardship is an integrated part of our approach to allocating our clients’ capital. Where this is conducted by our specialist ethical and responsible investment team activity is routinely communicated to our portfolio managers. In extremis, poor responses to engagement can lead to divestment.

01.5. Additional information [optional]

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