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Investors Mutual Limited (IML)

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]

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

IML believes that corporate governance is an important aspect of share ownership and that as a professional investment manager, IML has a responsibility to act in this regard with the best interests of its clients in mind IML is an active participant in corporate governance matters that arise as a result of investments in securities. IML also pursues corporate governance matters with companies outside of formal company meetings, by writing letters to the board of directors and senior management and meeting with company representatives on a regular basis.

This policy is consistent with the Financial Services Council’s (FSC’s) Standard 13 Voting Policy, Voting Record and Disclosure.

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

02.2. Additional information. [Optional]