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

Mellon Investments Corporation

PRI reporting framework 2018

You are in Direct - Listed Equity Active Ownership » Engagement » Process » General processes for all three groups of engagers

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]

The PVGC has retained the services of two independent proxy advisors ("Proxy Advisors") and an executive compensation data source to provide the Member Firms (including Mellon Capital) with comprehensive research, analysis, and voting recommendations. For items referred to it, the PVGC may determine to accept or reject any recommendation based on the research and analysis provided by its Proxy Advisors or on any independent research and analysis obtained or generated by the Committee. In all cases, the ultimate voting decision and responsibility rests with the Member Firms, which are accountable to their clients.

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]

The BNY Mellon research team recordkeeps all issuer engagements in a calendar year.  In 2017, in concert with the IM staff, the Committee and the Research team conducted over 650 engagement meetings with issuer management/board teams.  Less formally, we participate in 7-800 telephonic connections with our largest investment issuers during both the spring and fall proxy seasons each year.