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Pension Fund City of Zurich (PKZH)

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements conducted with/on your behalf by service providers

Process for engagements conducted with/on your behalf by service providers

LEA 07. Role in engagement process

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

07.1. Indicate if you play a role in the engagement process that your service provider conducts on your behalf.

07.2. Indicate the role(s) you play in engagements that your service provider conducts on your behalf.

07.3. Additional information. [Optional]

Our service provider Hermes EOS systematically makes engagement activity reports available to us via their EOSi client portal which is regularly updated, enabling a company-level view of engagement objectives and issues.
We actively monitor and review the activities of our service providers Ethos and Hermes EOS through quarterly calls and regular reports. Hermes EOS provide a client facing portal which allows us to refer to the full history of engagement with each company and track progress. Ethos provides a client facing portal which allows us to see the outcome of an engagement.


LEA 08. Monitor / discuss service provider information

08.1. Indicate whether you monitor and/or discuss the following information provided to you by your service provider

Please select all that apply

08.2. Additional information. [Optional]


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