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Montpensier Finance

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement

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. 貴社に正式なエンゲージメントポリシーがあるかどうか示してください

01.2. エンゲージメントポリシーがカバーしている内容を示してください。

01.3. エンゲージメントポリシーのURLを記載してください。[任意]

01.4. エンゲージメントに対する貴社のアプローチの概要を説明してください。

Universe :

The list of companies on which our portfolio managers are encouraged to focus is composed of companies with a low rating or hampered by a controversy. In practice, companies with a BB rating and below or with a “Red” controversy are targeted.

Engagement approach :

Montpensier’s teams are invited to raise any issues with companies, especially when ESG considerations seems insufficiently or inappropriately addressed.

Teams will then have a positive and constructive dialogue with the aforementioned companies. This dialogue can take the form of direct contacts with the company management as well as sending voting intentions before the annual general meeting.

The objective is both to encourage companies to set up a proactive ESG approach and to better communicate on these topics.

Follow-up :

When an engagement action is started, the issues raised are followed over time (at least 1 year) and the evolution of the issues and eventual corrective actions are evaluated. Montpensier’s teams periodically conduct reassessment of the issues raised and of the improvements noticed.

If a company fail to demonstrate any improvement or positive approach on the issues raised, actions undertaken can go as far as the partial or complete sale of the investment.

01.5. 補足情報 [任意]


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


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. 貴社内のスタッフが実行するエンゲージメント活動を特定し、優先順位を決定する正式なプロセスが貴社にあるかどうか示してください。

03.2. 貴社内のスタッフが実行するエンゲージメントを特定し、優先順位を決定する際に使用する基準を説明してください。

03.3. 補足情報。 [任意]


LEA 04. Objectives for engagement activities (Not Completed)


General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers

09.1. エンゲージメントから得た考察を、貴社内の運用担当者や貴社外の運用会社と共有しているかどうかを記載してください。

エンゲージメントの種類

共有する考察
単独/貴社内のスタッフのエンゲージメント

09.2. 補足情報。[任意]


LEA 10. Tracking number of engagements

10.1. 貴社がエンゲージメントしている企業の数を追跡しているかどうかを記載してください。

エンゲージメントの種類
エンゲージメントの追跡
単独/貴社内のスタッフのエンゲージメント

10.2. 補足情報。[任意]


Outputs and outcomes

LEA 11. Number of companies engaged with, intensity of engagement and effort (Private)


LEA 12. Engagement methods

12.1. 貴社のエンゲージメントが以下のどの項目を含むか明示してください。

12.2. 補足情報 [任意]


LEA 13. Engagements on E, S and/or G issues (Not Applicable)


LEA 14. Companies changing practices / behaviour following engagement (Private)


LEA 15. Examples of ESG engagements (Private)


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