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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

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

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:

          Connection of our engagements to Catholic Social Teaching and our three core themes--Human Dignity, Environmental Stewardship and Economic Justice.
        

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 engagements are deeply connected to core Catholic Ethical and Social Teaching and three key themes--Human Dignity, Environmental Stewardship and Economic Justice. Our engagement approach includes well-informed and active proxy voting and disclosure to the public of those votes, dialogues with companies, original research, filing shareholder resolutions, attending annual shareholder meetings, public policy action, requesting improved disclosure in the markets on ESG issues from financial regulators, active ESG/CRI communications with our clients and the public, and stand-alone actions and well-coordinated activities with allied investors.

01.5. Additional information [optional]

See our policy documents in previous module for more information, including issue reports and engagement reporting.


LEA 02. Reasoning for interaction on ESG issues

02.1. Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual/Internal staff engagements

          To shift public policy or regulation on core CRI priorities for our investors, like human trafficking or climate change.
        

Collaborative engagements

          To shift public policy or regulation on core CRI priorities, like human trafficking or climate change.
        

Service provider engagements

02.2. Additional information. [Optional]


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