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You are in Direct - Listed Equity Active Ownership » Engagement » Process » General processes for all three groups of engagers
Individual / Internal staff engagements
The number of ESG-focused meetings led by our U.S.-based Responsible Investment staff was 58 last year. It is these meetings that are tracked in full. Additionally, there were around 4,500 research and investment meetings led by portfolio managers and analysts. ESG-focused meetings are recorded in a tracking spreadsheet that includes meeting notes and all reference materials.