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LocalTapiola Asset Management Ltd

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

09.2. Additional information. [Optional]

Engagements are carried out by portfolio managers and are therefore automatically incorporated in the investment process and decisions. All discussions with the companies are documented and saved in our ananlysis database and are therefore available to all portfolio managers.

The collaborative engagements we are involved in focus usually on certain specific sectors and issues. The information is passed on to portfolio managers when deemed helpful for learning and/or necessary for decision making.


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

10.2. Additional information. [OPTIONAL]


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