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Genus Capital Management

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements conducted with/on your behalf by service providers

Process for engagements conducted with/on your behalf by service providers

LEA 07. Role in engagement process

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

07.1. Indicate if you play a role in the engagement process that your service provider conducts on your behalf.

07.2. Indicate the role(s) you play in engagements that your service provider conducts on your behalf.

07.3. Additional information. [Optional]

Each year our service provider presents a draft engagement plan and solicits our feedback on the proposed thematic engagement priorities and focus companies. After providing feedback and participating in a client webinar, the service provider delivers a final plan which guides their engagement work on our behalf throughout the year.


LEA 08. Monitor / discuss service provider information

08.1. Indicate whether you monitor and/or discuss the following information provided to you by your service provider

Please select all that apply

08.2. Additional information. [Optional]

We are in regular contact with our engagement service provider to discuss and approve company letters. We are also provided with detailed quarterly engagement reports outlining the engagement activities and progress throughout the quarter.


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