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Connecticut Retirement Plans and Trust Funds (CRPTF)

PRI reporting framework 2018

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements run internally

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]


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]

The Assistant Treasurer for Policy meets with the Treasurer on a periodic basis to review the focus list of portfolio companies for shareholder engagement. Monthly reports outline the status and disposition of on-going engagements, and quarterly reports on those engagements, as well as the on-going proxy voting of the CRPTF equity portfolios, are presented to the Investment Advisory Committee. Progress (including voting results on proposals not withdrawn) on all current shareholder engagements for the proxy season is collected by the Policy Unit and assessed by the Treasurer after the proxy season. Policy prepares recommendations for the Treasurer's review and approval. Decisions are then made with respect to prospective new initiatives, new portfolio company engagements and the potential refiling of shareholder resolutions. The Assistant Treasurer for Policy and the Policy Unit utilize service providers (ISS) and review publicly-available information (including companies' SEC filings) in the process of developing the focus list, and to ascertain whether companies are keeping their agreements with the CRPTF.


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