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Ausbil Investment Management

PRI reporting framework 2018

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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

Service provider engagements

09.2. Additional information. [Optional]

Ausbil’s ESG Research Team is fully integrated with the broader Investment Team.

Key aspects of engagements are shared on a regular and frequent basis within the Investment Team by formal and informal communication between the ESG Research Team and other members of the Investment Team. The engagements are also reported to a number of clients on a quarterly basis and also through an annual engagement summary, which is publically available.

Engagements also impact Ausbil’s proprietary ESG research, including company ESG-scores, which are updated and communicated to the Investment Team on a regular basis.


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

Service provider engagements

10.2. Additional information. [OPTIONAL]

The ESG Research Team maintains an ESG engagement database where all meetings and company communications are logged. This includes details on all conversations on ESG issues and engagements and follow-up actions. This relates to all ESG-related engagements involving the ESG Research Team.


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