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Ausbil Investment Management

PRI reporting framework 2018

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements run internally

Process for engagements run internally

LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagement activities carried out by internal staff.

03.2. Describe the criteria used to identify and prioritise engagement activities carried out by internal staff.

03.3. Additional information. [Optional]

As discussed in LEI 01.4, Ausbil capitalises on its market-leading proprietary ESG research to identify engagement opportunities on a proactive basis, i.e. engaging on ESG issues before companies are negatively impacted by events. To that end, Ausbil operates with a formal engagement plan that sets out specific targets and measurable outcomes for thematic and company-specific engagements. This plan is updated at least annually.  However, Ausbil can also engage in response to events and individual client requests.


LEA 04. Objectives for engagement activities

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

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take during and following your engagements activities carried out by internal staff.

04.3. Indicate if you do any of the following to monitor and evaluate the progress of your engagement activities carried out by internal staff.

04.4. Additional information. [Optional]

Ausbil’s engagements vary from engagements on complex, long-term systemic issues to minor company-specific issues. As far as practicable, Ausbil establishes engagement objectives, including milestones for these in a formal annual engagement plan. However, Ausbil also takes advantage of engagement opportunities on an ad-hoc basis. These engagements may be less formal in nature and carried out to complement Ausbil’s ESG research activities.


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