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Ethos Foundation

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Overview


LEA 01. Description of approach to engagement

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

01.1. Indicate whether your organisation has a formal engagement policy.

01.2. Indicate what your engagement policy covers:

01.3. Attach or provide a URL to your engagement policy. [Optional]

01.4. Provide a brief overview of your organization’s approach to engagement

Engaging dialogue with companies is a necessary step for a long-term investor guided by the concept of sustainable development. Dialogue enhances company awareness in the fields of sustainable development and corporate governance best practice, thereby prompting a process of improvement. The ultimate objective is to increase the company’s long term value for its shareholders, but also for all its stakeholders. To formalise its approach to SRI and engagement, Ethos has published its 8 principles for SRI. The principles 6 to 8 (dedicated to engagement) describe Ethos' approach to active ownership and shareholder dialogue with companies.

01.5. Additional information [optional]

LEA 02. Reasoning for interaction on ESG issues (Not Completed)