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Ausbil Investment Management

PRI reporting framework 2018

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements conducted via collaborations

Process for engagements conducted via collaborations

LEA 05. Process for identifying and prioritising collaborative engagement

New selection options have been added to this indicator. Please review your prefilled responses carefully.

05.1. Indicate whether your organisation has a formal process for identifying and prioritising collaborative engagements

05.2. Describe the criteria used to identify and prioritise collaborative engagements.

05.3. Additional information [Optional]

Ausbil manages fairly concentrated portfolios and focuses on Australian-listed equities, which means many international collaborative engagements are not directly applicable to Ausbil.

Ausbil prefers to engage directly with companies. However, Ausbil acknowledges that some issues, which are systemic by nature, require a collaborative approach. Therefore, Ausbil participates in collaborative engagements when deemed appropriate, often in combination with company-specific direct engagements. For instance, Ausbil has been an active participant in industry-wide engagements on labour and human rights by contributing with insights and co-signing letters and statements complementing Ausbil’s direct engagements with Australian companies. Ausbil has also been an active participant in terms of educating other investors and sharing both research and best practice in terms of engagement.

In addition, in 2017, Ausbil was engaging directly with the Federal Australian Government on several occasions in regards to the establishment of a Modern Slavery Act in Australia and also engaged more broadly with interested advocates and other stakeholders on this topic. The engagement opportunities are identified through Ausbil’s proprietary ESG research and liaison with peers / industry events – both through formal relationships and informally.


LEA 06. Objectives for engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Indicate if you define specific objectives for your engagement activities carried out collaboratively.

06.2. Indicate if you monitor the actions companies take during and following your collaborative engagements.

06.3. Indicate if you do any of the following to monitor and evaluate the progress of your collaborative engagement activities.

06.4. Additional information. [Optional]


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