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PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » 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. Indicate whether your organisation has a formal engagement policy.

01.2. Indicate what your engagement policy covers:

01.3. Attach or provide a URL to your engagement policy. [Optional]


Attach document

01.4. Provide a brief overview of your organization’s approach to engagement

OPTrust may engage, with approval of the CIO, investee companies either directly or in collaboration with other investors, if monitoring has identified an ESG concern.

OPTrust engages BMO Global Asset Management's Engagement Overlay service, known as reo®, as our engagement partner. OPTrust took this decision as we believe that we can best serve our beneficiaries and enhance the value of their investments through sustained and constructive dialogue with companies. The objective of reo® is to leverage the combined equity and bond assets of reo® clients to encourage investee companies to adopt better ESG practices and change corporate behaviour, thereby enhancing their business performance.

Regulators and policy-makers are also engaged, primarily through organizations of which OPTrust is a member, to ensure that the perspectives of shareholders with a long-term view are maintained when policies and laws are revised or introduced. OPTrust works with leading organizations that seek to promote sound corporate governance practices, shareholder rights and the integration of ESG factors in Canada and around the world.

01.5. Additional information [optional]

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

Collaborative engagements

Service provider engagements

02.2. Additional information. [Optional]