This report shows public data only. Is this your organisation? If so, login here to view your full report.

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


LEA 03. Process for identifying and prioritising engagement activities


03.1. 貴社内のスタッフが実行するエンゲージメント活動を特定し、優先順位を決定する正式なプロセスが貴社にあるかどうか示してください。

03.2. 貴社内のスタッフが実行するエンゲージメントを特定し、優先順位を決定する際に使用する基準を説明してください。

03.3. Additional information. [Optional]

LEA 04. Objectives for engagement activities


04.1. 貴社内のスタッフが実行する貴社のエンゲージメント活動に具体的な目的を定義しているかどうかを記載してください。

04.2. 貴社内のスタッフが実行する貴社のエンゲージメントを受けた企業の行動をエンゲージメント中および後で監視しているかどうかを記載してください。

04.3. 貴社内のスタッフが行うエンゲージメント活動の進捗を監視のうえ評価するために以下のいずれかを実施しているかどうか示してください。

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 Progress (including voting results on proposals not withdrawn) on all current shareholder engagements for the proxy season is collected by the Policy Unit and assessed by the Treasurer after the proxy season.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.