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Metzler Asset Management GmbH

PRI reporting framework 2017

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


LEA 01. Description of approach to engagement

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

01.1. Indicate whether your organisation has a formal engagement policy.

01.2. Indicate what your engagement policy covers:

01.3. Attach or provide a URL to your engagement policy. [Optional]


Attach document

01.4. Provide a brief overview of your organization’s approach to engagement

Metzler Asset Management GmbH has mandated Bank of Montreal Global Asset Management (BMO). BMO and the portfolio managers themselves discuss business-relevant ESG challenges in their talks with companies. BMO also exercises voting rights and prepares ESG engagement reports, including the engagement milestones reached.

Our service provider’s approach to engagement is based on constructive and confidential company dialogue, and on building a relationship of trust, where over time the specialised engagement team seeks to gain a sound understanding of how companies manage the key ESG issues linked to their activities. Our service provider will encourage improvement in ESG management should they deem existing practices insufficient to respond to ESG risks and/or opportunities.

01.5. Additional information [optional]

LEA 02. Reasoning for interaction on ESG issues

02.1. Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual/Internal staff engagements

Collaborative engagements

Service provider engagements

          to understand issuers’ exposure to and management of ESG risks and opportunities.

02.2. Additional information. [Optional]