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ClariVest Asset Management LLC

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:

          Our engagement policy describes our use of a service provider to engage within a large pool of like-minded investors.

01.3. Attach or provide a URL to your engagement policy. [Optional]


Attach document

01.4. Provide a brief overview of your organization’s approach to engagement

A key component of our responsible investment policy is our engagement approach. Engagement allows the investor to play an active role with regard to ESG related issues, while fulfilling its fiduciary duty. We engage, together with other like-minded investors, with companies identified through the research and rating process described above. This engagement process is accomplished through the support of the same third party provider, who facilitates the dialogue between the investor pool and the target company with what we believe is the right level of objectivity, due-process, and diligence to maximize the power of the engagement process. Further, we believe that engagement within a large pool of like-minded investors can wield significantly more influence than we might be able to achieve alone. In our eyes, the ultimate goal of this process is to move companies from a place where expectations may be dominated by ESG related issues towards a place where they are more in line with the natural cycle of fundamentals that they and other market participants move through within competitive markets.

01.5. Additional information [optional]

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