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ERAFP - Etablissement de Retraite Additionnelle de la Fonction Publique Pension Scheme

PRI reporting framework 2017

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Process for engagements conducted via collaborations

LEA 05. Process for identifying and prioritising collaborative engagement

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

05.1. Indicate whether your organisation has a formal process for identifying and prioritising collaborative engagements

05.2. Describe the criteria used to identify and prioritise collaborative engagements

05.3. Additional information [Optional]

The themes and sectors to be targeted are defined in collaboration with our Board of trustees.

Then, the selection of individual companies to be targeted is made internally based on an analysis that include the following criteria:

- Size of ERAFP holdings and duration of shareownerhip

- Location of headquarters (we will consider having more influence with French or European companies)

- ESG ratings and ranking of the company within its sector over the past three years

- Existence of controversies related to the engagement theme and level of responsiveness


LEA 06. Objectives for engagement activities

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

06.1. Indicate if you define specific objectives for your engagement activities carried out collaboratively.

06.2. Indicate if you monitor the actions companies take following your collaborative engagements.

06.3. Indicate whether your organisation defines milestones and goals related to engagement activities carried out via collaborations.

06.4. Indicate if you do any of the following to monitor and evaluate the progress of your collaborative engagement activities.

06.5. Additional information. [Optional]

Ahead of the engagement process, a letter is sent to the company so as to present the objectives of the engagement. Then during company meetings, we mention to the company the rooms for improvement that we have observed. Depending on the nature of the engagement, we either evaluate the response of the company to our questions or we evaluate the next corporate reporting released by the company if the engagement process is mainly about disclosure.


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