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You are in Direct - Listed Equity Active Ownership » Engagement » Process
Engagement activity is led by the fund manager responsible for the strategy in which the relevant company is held. It is unlikely that an individual fund manager will be involved in multiple initiatives at any one time.
As our strategies are typically low turnover, our 'engagement' discussions are ongoing and long term in nature. This allows us to monitor progress.
The objective of any engagement, collaborative or individual, is to change company behaviour.
Individual / Internal staff engagements
The Investment Director keeps records of all engagement activities between fund managers and company management.