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Dimensional Fund Advisors

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Process

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.

03.3. Additional information. [Optional]

Dimensional seeks to encourage good governance practices by engaging with companies held in the portfolios we manage. We engage directly with company management to get more information about specific events or meeting proposals, and to suggest potential avenues for improving corporate governance. Dimensional uses many data sources to identify these opportunities for engagement. While corporate governance is a very broad topic, we tend to focus our efforts on a few key areas, including anti-takeover provisions, related party transactions, and general best practices. The size of Dimensional's total position is also taken into consideration when prioritizing engagements.

 

 

 

 


LEA 04. Objectives for engagement activities

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

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take following your engagements.

04.3. Indicate whether your organisation defines milestones and goals for engagement activities carried out by internal staff.

04.4. Indicate if you do any of the following to monitor and evaluate the progress of your engagement activities carried out by internal staff.

other description

          Dimensional tracks communication efforts with detailed notes on the discussion and any follow up necessary. We monitor any changes that are implemented post-discussion.
        

04.5. Additional information. [Optional]

If a company fails to make changes, we will target the company for additional outreach. We also closely monitor the adoption of certain problematic governance and compensation practices that require discussions with management.


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

10.2. Additional information. [OPTIONAL]


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