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First State Superannuation Scheme

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements conducted with/on your behalf by service providers

Process for engagements conducted with/on your behalf by service providers

LEA 07. Role in engagement process

New selection options have been added to this indicator. Please review your prefilled responses carefully.

07.1. Indicate if you play a role in the engagement process that your service provider conducts on your behalf.

07.2. Indicate the role(s) you play in engagements that your service provider conducts on your behalf.

07.3. Additional information. [Optional]

Regnan has a very formal structure in place for engagement. They may engage based on themes such as climate change, or based on internal scores where companies consistently score poorly and through which Regnan believe engagement would add value. 

First State Super's internal engagement program includes a combination of facilitated engagement with Regnan, Regnan engaging on our behalf, and First State Super engaging alone. Which avenue this engagement takes will be determined by our prioritisation process, which will take into consideration our holdings in a company, our capacity to effect change alone or in concert and type of E, S or G issue.


LEA 08. Monitor / discuss service provider information

08.1. Indicate whether you monitor and/or discuss the following information provided to you by your service provider

Please select all that apply

08.2. Additional information. [Optional]

Regnan sends quarterly reports on their engagement activities which details all of these above. First State Super also meets with Regnan quarterly to discuss our internal engagement plan to determine which companies we should engage with directly.

Additionally, our investment managers carry out engagement activities on our behalf - based on their engagement framework.  We receive annual reporting from some managers on their engagement activities and we also discuss via meetings various engagement activities our managers undertake on our behalf.

 


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