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Genesis Investment Management, LLP

PRI reporting framework 2018

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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.

other description

          Engagement issues (ESG and others) are based on materiality to long-term shareholder value. The priorities for such interactions are tailored to each company.
        

03.3. Additional information. [Optional]

Genesis views engagement as the purposeful communication with company management on a wide range of matters which have a material impact on long-term shareholder value including strategy, capital structure, performance, risk and corporate governance.The priorities for engagements are tailored to each company by the stock owner and reflect their view of the current and future prospects of the particular company as a position in client portfolios.  The stock owner records the details of company engagements in a central database which allows information and expertise to be shared across the Investment Team. 


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.

other description

          Monitoring, timelines and/or objectives are specific to each company and determined by the portfolio manager.  Not all engagements necessitate concrete objectives.
        

04.4. Additional information. [Optional]

Engagement activities are an integral research tool used to inform the overall investment and proxy voting process with respect to such company.  The objectives of all engagements with companies are tailored to the specific company.

Our aim is to build long-term relationships with companies and have frank and constructive communications with them. As a result we have a strong preference that such engagement activities remain private.


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