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You are in Direct - Listed Equity Active Ownership » Engagement
The engagement policy is part of the proxy voting guidelines and concentrates on the procedures and methodology used in engagement with listed companies
When an ESG factor, usually a governance issue, is flagged and deemed to be important enough to justify engagement engagement can commence. This may take the form of a letter, telephone call or a face to face meeting.
Most potential engagment targets are the results of news flows, shareholder meetings or approaches from company management
Individual / Internal staff engagements
Engagements by the ESG analyst are tracked, however less formal engagements by the investments team are not always tracked. We can usually provide a reasonable estimate of our engagement activities.