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Carmignac Gestion

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » 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

Carmignac practices two levels of engagement, through its voting policy with globally renown, voting service provider ISS, and through the engagements our PMs and analysts may have during due diligences  regarding E S and G issues, or as particular controversies arise.

Since 2015 with the cooperation of ISS we have raised our level of voting participation to 40%. Our Emerging markets funds target in 2017 is 80% participation rate

Regarding portfolio manager engagements, we have followed UNPRIs recommendations in 2016, by setting up a registry for written engagements so that they can be tracked and are transparent. These engagements are tagged inside our research data base called Tamale.

01.5. Additional information [optional]

LEA 02. Reasoning for interaction on ESG issues

02.1. Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual/Internal staff engagements

Collaborative engagements

Service provider engagements

02.2. Additional information. [Optional]