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Maple-Brown Abbott Limited

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement

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

For Australian investments, in addition to biannual meetings with the management of portfolio companies following financial results and meetings with company Chairmen before the company AGM, Maple-Brown Abbott have a policy to conduct a minimum of an additional ten ESG engagement meetings with portfolio companies.  These meetings provide a further forum to engage with companies on their ESG performance and advocate for improvement in ESG performance and disclosure.  These dedicated ESG engagement meetings are prioritised each year with consideration to the materiality of ESG factors identified in the investment analysis and decision-making process.

For our self-managed International investments, the Company generally meets with the management of portfolio companies during company road shows and analyst company visits and at conferences.  The ESG related engagement at these meetings tends to focus on Corporate Governance.

The Company also engages with companies, and collaborates with our peers, outside these scheduled meetings, when it is in our clients’ long term interest to do so.  The Company does not use an external engagement service provider. 

01.5. Additional information [optional]

Maple-Brown Abbott's Code of Ethics (CofE) contains a section on Conflicts of Interest, as such, Conflicts of Interest are not duplicated in the Engagement Policy.


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


Process

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.

other description

          1) Duration since last engagement meeting; and 2) Size of active weight in portfolio.
        

03.3. Additional information. [Optional]


LEA 04. Objectives for engagement activities (Not Completed)


Process for engagements conducted via collaborations

LEA 05. Process for identifying and prioritising collaborative engagement

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

05.1. Indicate whether your organisation has a formal process for identifying and prioritising collaborative engagements

05.2. Describe the criteria used to identify and prioritise collaborative engagements

05.3. Additional information [Optional]


LEA 06. Objectives for engagement activities (Not Completed)


General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers (Private)


LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of engagements your organisation participates in.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

10.2. Additional information. [OPTIONAL]

Maple-Brown Abbott have a systematic process for recording individual engagements in our proprietary investment management system.


Outputs and outcomes

LEA 11. Number of companies engaged with, intensity of engagement and effort (Private)


LEA 12. Engagement methods (Private)


LEA 13. Engagements on E, S and/or G issues (Not Applicable)


LEA 14. Companies changing practices / behaviour following engagement (Private)


LEA 15. Examples of ESG engagements (Private)


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