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You are in Direct - Listed Equity Active Ownership » Engagement » Process
Engagement is undertaken by the Analyst or Portfolio Manager that is responsible for the stock and will be escalated to a senior member if unsatisfactory responses are received. Engagement will occur at least 6 monthly or in response to events that may arise in the interim. We offer feedback on ESG issues during our meetings with companies, and seek to address areas that have prevented them from inclusion in our portfolio or caused them to be sold.
Individual / Internal staff engagements
We meet with every company in our portfolio, as least annually, and often more frequently. We try to have at least one of these meetings in the company headquarters.