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TIAA - CREF

PRI reporting framework 2018

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You are in Direct - Listed Equity Active Ownership » Engagement » Process

Process

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.

03.3. Additional information. [Optional]

We proactively engage with companies around specific environmental, social or governance responsibility issues, such as executive compensation, board composition, or climate change. We prioritize our engagements according to the following criteria. First, we evaluate the risk each issue poses to the market and its relevance to company strategy and performance. Next, we assess the likelihood that companies will be able to meaningfully resolve shareholder concerns about the issues. We also consider our own expertise and capacity. To aid our evaluation, we consult with internal experts, including our TIAA Investments colleagues and our  dedicated board committees on Corporate Governance and Social Responsibility, who provide essential insight into our policies and activities. We also communicate with outside stakeholders, including other institutional investors, clients and potential clients, participant groups, nongovernmental organizations and industry trade associations or various organizations with an interest in the activities of TIAA Investments or our portfolio companies. Following  a careful evaluation of each issue, we prioritize those topics that offer the best opportunity to positively impact the long-term value of our investments, consistent with our policy statement.


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 during and following your engagements activities carried out by internal staff.

04.3. Indicate if you do any of the following to monitor and evaluate the progress of your engagement activities carried out by internal staff.

04.4. Additional information. [Optional]


Process for engagements conducted via collaborations

LEA 05. Process for identifying and prioritising collaborative engagement

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

05.1. Indicate whether your organisation has a formal process for identifying and prioritising collaborative engagements

05.2. Describe the criteria used to identify and prioritise collaborative engagements.

05.3. Additional information [Optional]


LEA 06. Objectives for engagement activities

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

06.1. Indicate if you define specific objectives for your engagement activities carried out collaboratively.

06.2. Indicate if you monitor the actions companies take during and following your collaborative engagements.

06.3. Indicate if you do any of the following to monitor and evaluate the progress of your collaborative engagement activities.

06.4. Additional information. [Optional]


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]


LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of your engagement activities.

Type of engagement Tracking engagements
Individual / Internal staff engagements
Collaborative engagements

10.2. Additional information. [OPTIONAL]


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