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You are in Direct - Listed Equity Active Ownership » Engagement » Process
Engagement plans are discussed and formulated in advance with Hermes EOS making best use of their resource. Plans are overidden and additional engagements are udertaken when significant ESG matters occuring in investee companies are brought to our attention. Eg. Petrobas and VW
The milestones for collective engagements are formulated by Hermes EOS our service provider
We actively monitor and review the activities of our service provider Hermes EOS through quarterly calls and regular reports. Hermes EOS provide a client facing portal which allows us to refer to the full history of engagement with each company and track progress. Occassionally we have joined the service provider in engagement meetings .
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Service provider engagements
Hermes EOS' regular reporting provides full disclosure on the number of engagements conducted on our behalf