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Columbia Management Investment Advisers, LLC

PRI reporting framework 2017

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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]

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.