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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

09.1. Indicate if insights gained from your engagements are shared with your internal or external investment managers.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

Service provider engagements

09.2. Additional information. [Optional]

Information about engagement progress (both qualitatively as well as milestone progress) is shared on a quarterly basis with the ACTIAM Selection Committee, comprising the CEO (in the role of Chair), CIO, Head of ESG Research and an external expert who is also a Professor of Ethics. Furthermore, there is an ongoing dialogue about engagements with the investment managers. In the case of positive selection engagements, dialogues with the companies are often conducted together with portfolio managers. Engagements can also be conducted together with external investment managers in case that is relevant, for example because of location or language matters.

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]

ACTIAM tracks the number of engagements on an ongoing basis and formally submits them on a quarterly basis to the ACTIAM Selection Committee. The number of engagements, as well as milestone progress, is also reported to clients as well as externally on our website. In 2016, ACTIAM built a new database to track the number and progress of engagements, allowing us to measure our impact and improve our engagement strategy.