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Strathclyde Pension Fund

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

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

Service provider engagements

09.2. Additional information. [Optional]

The investment managers are partners in the GES lead collaborative engagement and have full access to the GES research and engagement outcomes. The managers are kept informed of engagement work carried out directly by GES and are expected to monitor the quarterly Fund RI reports to understand the full picture.

Officers of the Fund and GES meet with each investment manager semi annually to discuss portfolio monitoring of global compact norm breaches, engagements, voting and ESG integration in the investment process.

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

Service provider engagements

10.2. Additional information. [OPTIONAL]

The investment managers provide full and detailed quarterly reports of the engagement work undertaken with the Fund's portfolio companies. The engagements are then reported through the Funds RI reporting. The GES engagement model follows a systematic and structured process. GES also provide a dedicated engagement progress report on a quarterly basis. The GES annual engagement progress report provides a table of target companies with information on the previous years engagement and the state of progress. Officers report in detail all their engagement work through the Fund's quarterly RI reports.

LAPFF tracks the number of companies that it engages with directly and reports this quarterly as well as annually. All incoming and outgoing correspondence as well as all meetings and phone calls with companies are saved and recorded, allowing LAPFF to  provide accurate and comparable statistics on number and type of engagements year on year.

For collaborative engagements, LAPFF endeavors to track how many companies it reaches. However, the number of companies where the number of companies contacted numbers into the hundreds in a collaborative engagement is not systematically tracked.