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Threadneedle Asset Management Ltd

PRI reporting framework 2017

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

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

other description

          High-profile events; investor and press attention; where we deem engagement necessary; encouragement to improve standards
        

05.3. Additional information [Optional]

We are active in the PRI Clearinghouse and monitor engagements underway. Likewise, through our other member organisations we are informed of and linked in to collaborative initiatives.

When deciding whether to undertake a collaborative engagement, the RI team will first review the proposed engagement in the context of our RI policy and approach, as well as our exposure to the issue or company. A decision will then be taken within the team and where relevant with the appropriate equity desk or analysts to join the initiative. As described in LEA 04.05, matters may be escalated internally prior to initiating an engagement.

We will only join initiatives where the interests of our clients are aligned with the wider group and there is a common purpose. An example of a collaborative engagement which may not be as high profile include CDP initiatives; the outcome of which will be to increase availability of data, enhance transparency and encourage companies.

This year, we have continued to be a member of the steering group and a lead investor in PRI's employee relations, human rights, water risks and as part of the Sustainable Stock Exchange initiative. We are also part of the conversation around supporting productivity with long-term capital and part of a number of other engagements focusing on accounting and capital authorities.


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]

By virtue of the collaborative engagement there are regular opportunities to review and present outcomes to the wider group as part of a formalised process. This is a main benefit of group engagement. Internally, we maintain records of companies involved and the outcome of discussions. 

As with company engagement,  information gathered (as well as aims, progress, outcomes) are disseminated internally and, as appropriate, uploaded into the investment research platform per company, theme etc. to form part of portfolio manager/analyst investment and review process.


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