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First State Superannuation Scheme

PRI reporting framework 2017

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General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers (Private)


LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of engagements your organisation participates in.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

Service provider engagements

10.2. Additional information. [OPTIONAL]

Not all of our investment managers currently report on engagement activities - therefore we are unable to track or estimate the number of engagements.  Through continual dialogue with our managers we know that engagement activities are being undertaken on our behalf.

Regnan undertakes comprehensive monitoring of all company engagements and provides quarterly reports to all clients together with annual reports on progress. Its approach integrates information collected by its in-house research capability with its engagement program to constantly monitor stocks for progress on ESG issues. Detailed tracking is undertaken on the number engagements, method of engagement, level within the organisation at which the engagement occurred, topics discussed, detailed summaries of discussions together with observations of progress, including publicly available materials/statements.


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