Our integrated investmen process means ESG considerations form part of company research and engagements. There were around 3,000 meetings led by fund managers and analysts from the investment department. The number of meetings led by members of the RI team numbered 166 last year, from 133 individual companies. The RI engagements focus specifically on environmental, social and governance issues, whereas investment desk-led meetings tend to focus on operational and strategic concerns. The RI team engagements are tracked in full and the number is over and above any ESG-related matters discussed in the investment desk-led meetings.
As an illustrative example, of the c520 meetings held by the UK investment desk in 2016, c300 were relevant for companies held in the Threadneedle Ethical UK Equity fund, where ESG matters form an important part of the discussion.
RI team-led company meetings are recorded in a team calendar with meeting notes uploaded to our research-sharing platform, attached to individual companies and disseminated throughout the firm. As part of our (public) quarterly ESG report, we list all companies engaged with per quarter, alongside a selection of case studies.
For further information, please refer to LEA 11.05.