Public HTML RI reports - PRI reporting framework 2017

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

PRI reporting framework 2017

Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16]

Export Public Responses

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements conducted via collaborations

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

Yes

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

Potential to learn from other investors

Ability to add value to the collaboration

Geography / market of the companies targeted

Materiality of ESG factors

Systemic risks to global portfolios

Exposure (holdings)

In response to ESG impacts which has already taken place

In response to divestment pressure

Client requests

Other, describe

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.

Yes

Yes, for all engagement activities

Yes, for the majority of engagement activities

Yes, for a minority of engagement activities

We do not define specific objectives for engagement activities carried out collaboratively.

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

Yes

Yes, in all cases

Yes, in the majority of cases

Yes, in the minority of cases

We do not monitor the actions that companies take following engagement activities carried out collaboratively

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

Yes

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

Define timelines for milestones and goals

Tracking, monitoring progress against defined milestones and goals

Establish a process for when the goals are not met

Revisit and, if necessary revise the goals on a continuous basis

Other, please specify

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.

Previous Section Next Section