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Baillie Gifford

PRI reporting framework 2017

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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. Indicate whether your organisation has a formal process for identifying and prioritising engagement activities carried out by internal staff.

03.2. Describe the criteria used to identify and prioritise engagement activities carried out by internal staff.

03.3. Additional information. [Optional]

Each investment strategy has a slightly different approach in identifying and prioritising engagement activities. The Corporate Governance team prioritises engagements primarily though the materiality of an issue and our exposure to it dependent on the size of our holding. We also take into account new issues as they emerge and also as a response to client specific concerns surrounding a particular issue.


LEA 04. Objectives for engagement activities

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

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take following your engagements.

04.3. Indicate whether your organisation defines milestones and goals for engagement activities carried out by internal staff.

04.5. Additional information. [Optional]

Our engagement falls under 1 of 3 types; fact finding, monitoring or influencing. We have an internal system where we record all our engagement and the history of our engagement with one company can be easily accessed.
All holdings are continually reviewed by the investment managers and so if any action is required, the CG team and investment managers will coordinate an appropriate response.


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