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Elo Mutual Pension Insurance Company

PRI reporting framework 2017

Export Public Responses

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements run internally

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]


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]

The goals and objectives for engagements are defined depending on the current situation. It can be discussion of material ESG- issues or information gathering in company meetings. In a case of ESG- violation we proceed in line with our internal guidelines and start communicating with the company to gather information from the situation. We keep track of any acitivies and companys responses, objectives and actions made. The insights from engagements are always known by the portfolio managers in order to incorporate the information into investment decision- making at that time and also in the future.


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