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You are in Direct - Listed Equity Active Ownership » Engagement » Process
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.
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.
If it is appropriate to collaborate then we are happy to do so and take a proactive role. We do not actively seek out collaborative engagements, instead taking that approach only if our own engagement has not been effective.
Individual / Internal staff engagements