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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

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]

As a long term institutional investor, attempting to fundamentally change corporate behavior and corporate perspectives on a wide variety of ESG issues, CBIS starts with an understanding that the types of change required are not easy and take some time to impact.

CBIS has developed a process for defining success that takes this long-term perspective into consideration. This is outlined in a brochure, available to all investors, that describes our active ownership process. We also have routine reviews of our engagements to determine which ones should end based on goals being achieved.


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