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Jarislowsky, Fraser Limited

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Process » General processes for all three groups of engagers

General processes for all three groups of engagers

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

09.1. Indicate if insights gained from your engagements are shared with your internal or external investment managers.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

09.2. Additional information. [Optional]

Direct engagements are conducted by respective analysts/PM’s and subsequently discussed at a weekly research meeting with all members of the global investment team.

The results of collaborative engagements, such as those carried out by CCGG are made available to research staff via the CCGG Members area.  


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]


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