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Genesis Investment Management, LLP

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

09.2. Additional information. [Optional]

Internal communication and interaction between team members, either as a large group or (more frequently) in smaller groups of two or three, is key to the success of our process. 

We maintain a central database for all notes from meetings with company management.  This is available to all members of the Investment Team.

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]

We maintain notes on all material interactions with investee companies.  These are available to the full Investment Team.  As noted, we interact with company management on a variety of issues which are not limited to meetings to influence (or identify the need to influence) ESG practices and/or improve ESG disclosure.  These notes are referred to by the portfolio manager on a regular basis for monitoring company performance and analysis.

We do not currently track ESG interactions as a subset of all interactions with companies.  Typically ESG issues are covered in conjunction with other material matters.