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Trilogy Global Advisors, LP (Delisted)

PRI reporting framework 2017

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Process for engagements conducted via collaborations

LEA 05. Process for identifying and prioritising collaborative engagement

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

05.1. Indicate whether your organisation has a formal process for identifying and prioritising collaborative engagements

05.2. Describe the criteria used to identify and prioritise collaborative engagements

05.3. Additional information [Optional]

Trilogy participates in the Collective Engagement initiative facilitated by the UN PRI. This gives us the option, in addition to proxy voting decisions, to join with other institutional investors to encourage companies to disclose information which can help clarify issues raised by non-governmental organizations and the media and to reform and implement verifiable measures to remediate specific issues. It also allows us to raise and sponsor our own issues, via this service, where we believe collective action is justified. We have only just initiated this project.


LEA 06. Objectives for engagement activities

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

06.1. Indicate if you define specific objectives for your engagement activities carried out collaboratively.

06.2. Indicate if you monitor the actions companies take following your collaborative engagements.

06.3. Indicate whether your organisation defines milestones and goals related to engagement activities carried out via collaborations.

06.4. Indicate if you do any of the following to monitor and evaluate the progress of your collaborative engagement activities.

06.5. Additional information. [Optional]


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