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Ethos Foundation

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements run internally

Process for engagements run internally

LEA 03. Process for identifying and prioritising engagement activities

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

03.1. 貴社内のスタッフが実行するエンゲージメント活動を特定し、優先順位を決定する正式なプロセスが貴社にあるかどうか示してください。

03.2. 貴社内のスタッフが実行するエンゲージメントを特定し、優先順位を決定する際に使用する基準を説明してください。

03.3. 補足情報。 [任意]

The key ESG engagement topics are decided on an annual basis by Ethos and the members of the Ethos Engagement Pool. The ESG topics are selected acording to the priorities set by the pool's members.

The direct engagement on Swiss companies depends on each company's assessment of ESG performance. Ethos collects ESG data on the 200 Swiss listed companies. A systematic engagement is sought with every Swiss listed company.

Regarding non Swiss companies, Ethos relies on data provided by third parties such as Sustainalytics, RepRisk and Trucost as a primary source of information and input for the definition the engagement topics and targets.


LEA 04. Objectives for engagement activities

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

04.1. 貴社内のスタッフが実行する貴社のエンゲージメント活動に具体的な目的を定義しているかどうかを記載してください。

04.2. 貴社内のスタッフが実行する貴社のエンゲージメントを受けた企業の行動を監視しているかどうかを記載してください。

04.3. 貴社内のスタッフが実行するエンゲージメント活動のためにマイルストーンと目標を貴社で定義しているかどうか示してください。

04.4. 貴社内のスタッフが行うエンゲージメント活動の進捗を監視のうえ評価するために以下のいずれかを実施しているかどうか示してください。

04.5. 補足情報。[任意]

We gather data on key engagement topics for Swiss listed companies every year. This allows us to benchmark each company of the universe and to measure the evolution of company' practices on key ESG issues year-on-year. Ethos has a central database in which each contact with investee companies is inputed. At year-end, Ethos prepares a detailed engagement report for the members of the Ethos Engagement Pool. The report includes details on the engagement activities carried out with the companies included in the universe and for each key engagement indicator.
A short version of this report is available on Ethos' webpage in French and German: https://www.ethosfund.ch/sites/default/files/2017-02/EEP-Report2016_Short_FR_web.pdf


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