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University of Toronto Asset Management Corporation (re University of Toronto Endowment)

PRI reporting framework 2018

You are in Direct - Listed Equity Active Ownership » Engagement



LEA 01. Description of approach to engagement


01.1. 貴社に正式なエンゲージメントポリシーがあるかどうか示してください

01.2. エンゲージメントポリシーのファイルの添付、もしくはURLを記載してください。

01.3. エンゲージメントポリシーがカバーしている内容を示してください。

          The engagement policy covers our views on engagement and the ways in which we feel we can effectively participate in or support engagements.

01.4. Provide a brief overview of your organization’s approach to engagement

We are committed to active ownership. This requires us to promote good corporate governance, including the exercise of shareholder voting rights. It obliges us to participate in engagement with management and boards of companies to address ESG issues. Sound corporate governance is an essential element of effective company management and long-term performance; it is essential for companies to address risk effectively.

As a member of the Canadian Coalition for Good Governance, the Pension Investment Association of Canada and the Portfolio Management Association of Canada, we endorse the positions of these bodies with respect to corporate governance as reflected in their various position statements, and we contribute to their development where possible.

We participate in formal engagement collaborations through membership, alignment or service arrangements with various organizations.

Informal collaborations involve like-minded investors coming together to advocate on matters of interest to all participants. We will participate in these wherever it is likely to be of benefit to the University.

Our engagement service provider's approach is based on constructive and confidential company dialogue and on building a relationship of trust, where over time they seek to understand how companies manage ESG risks and encourage best practice. 

01.6. Additional information [optional]

LEA 02. Reasoning for interaction on ESG issues

02.1. エンゲージメントの方法および対話を行う理由を明示して下さい。

Individual/Internal staff engagements


We do not engage via internal staff; as a relatively small fund in terms of assets and staff, we feel that our resources and influence are better exercised via collaborations with like-minded institutional investors either formally or informally or via engagement service providers. 

Collaborative engagements
          To understand issuers' exposure to and management of ESG risks and opportunities.
Service provider engagements
          To understand issuers' exposure to and management of ESG risks and opportunities.

02.2. Additional information. [Optional]



LEA 05. Process for identifying and prioritising collaborative engagement


05.1. 協働的なエンゲージメントを特定し、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。

05.2. 協働的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。

05.3. Additional information [Optional]

LEA 06. Objectives for engagement activities



06.1. 貴社が関与する協働的なエンゲージメントに目的が定義されているかどうか示してください。

06.2. 貴社の協働的な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。

06.3. 貴社の協働エンゲージメント活動の進捗を監視し、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。

06.4. Additional information. [Optional]



LEA 07. Role in engagement process



07.1. サービスプロバイダーがあなたの貴社のために実施するエンゲージメントにおいて、貴社がどのような役割を担っているのか明示してください。

07.2. サービスプロバイダーがあなたの貴社のために実施するエンゲージメントにおいて、貴社がどのような役割を担っているのか明示してください。

          Discuss progress towards engagement objectives, monitor and review outcomes that have been achieved, and conduct ad hoc monitoring and review of engagement processes.

07.3. Additional information. [Optional]

We may take on different roles with each collaborative service provider according to the terms of our agreement with each of them. 

LEA 08. Monitor / discuss service provider information

08.1. 貴社に代わりサービスプロバイダーが行ったエンゲージメント活動の成果を監視し、精査しますか?


08.2. 補足情報 [任意]


LEA 09. Share insights from engagements with internal/external managers

09.1. エンゲージメントから得た考察を、貴社内の運用担当者や貴社外の運用会社と共有しているかどうかを記載してください。





09.2. Additional information. [Optional]

LEA 10. Tracking number of engagements

10.1. 貴社がエンゲージメントの数を追跡しているかどうかを記載してください。




10.2. Additional information. [OPTIONAL]

We track engagement activities based on reports provided by collaboration groups and service providers, reporting to our stakeholders annually on an aggregated basis and providing examples of engagements undertaken. 


LEA 11. Number of companies engaged with, intensity of engagement and effort (Private)

LEA 12. Engagement methods (Private)

LEA 13. Companies changing practices / behaviour following engagement (Private)

LEA 14. Examples of ESG engagements (Private)