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LocalTapiola Asset Management Ltd

PRI reporting framework 2017

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Process for engagements run internally

LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagement activities carried out by internal staff.

03.2. Describe the criteria used to identify and prioritise engagement activities carried out by internal staff.

other description

          Poor ESG score in our in-house ESG analysis
        

03.3. Additional information. [Optional]

Typically our engagement activities are company specific, arising from company information and our in-house ESG analysis. We prioritize cases where we see either significant risks or opportunities arising from ESG or where public information is limited (eg. small companies). In addition, we target companies that have received a poor ESG score in our in-house analysis, in order to encourage improved disclosure and to gain a better understanding of company approach to ESG issues.

We are also in contact with companies if an ESG incidence has occurred, firstly to clarify the situation and secondly to find out company action to mitigate the outcome and to prevent future incidences.


LEA 04. Objectives for engagement activities

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

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take following your engagements.

04.3. Indicate whether your organisation defines milestones and goals for engagement activities carried out by internal staff.

04.5. Additional information. [Optional]

Records are kept of all company meetings and discussions, also including ESG issues. We further follow up on topics raised during the meetings and evaluate the progress in subsequent discussions with the company and through company publications. The information received at company meetings is stored in our database that is accessible to all portfolio managers. We also discuss the cases at our team meetings to share information, raise further questions, learn from each other and spread the awareness of the engagement activities performed.


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