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We utilize the PRI information and valued in particular the work done on 2 degree scenario analysis. We participated in the Chicago event on this topic and found the framework useful and corroborated our research and added value to advocacy efforts.
We participated in the CDP portion of the NAEM (National Association for Environmental Management) conference in October 2017 and utilize their data in our modeling of companies.
Participated in related advocacy issues.
We worked with CDP on emphasizing the importance of completing their water survey. Specifically we compared our portfolio holdings with the companies that completed and that declined CDP's questionnaire. To companies that completed the questionnaire, we sent a thank you letter and explained how we use their responses. To holdings that did not respond or declined to complete the water questionnaire, we sent a letter urging them to do so and explained how it was critical to our research and beneficial to them as well. We have been asked to participate in a webinar on why corporations should complete the water survey and speak at a CDP conference in 2018. We are seeking to be CDP's lead advocate for corporate water disclosure for our holdings this year.
Dana participates in group dialogs with company management teams. We co-file shareholder resolutions and collaborate on other company and policy engagement activities. We attend annual ICCR member meetings.
Dana joined Investor Network's Water Hub to assist in development, evaluation and launch of the online Water Toolkit (December 2017). We presented how we anlyze water scarcity and resilience issues for one of the member webinars. We were quoted in the Ceres Water Toolkit's press release on this as well. We collaborated on a variety of advocacy issues, co-filed resolutions and participated in other company and policy engagement activities. We attended a Ceres conference in San Francisco. We assist Ceres with Midwest initiatives and attend their UN Summit on Climate Risk held every two years (January 2018).
US SIF: The Forum for Sustainable and Responsible Investment
We have been a Member for many years. We have been a sponsor of their Annual Meeting every year since the inaugural meeting in 2011. In May, 2018 we will be speaking on a panel regarding ESG data.
We speak at conferences such as Sustainatopia, conduct educational meetings for advisory groups and consultants, and guest lecture at universities (this year we added University of Michigan). One Fixed Income PM teaches at University of Wisconsin.
We co-filed a grant to collaborate with U of Michigan professor on a water-related metric for industries where water is most material. We should receive a response in the first half of 2018.
CDP letter to portfolio holdings, company engagements and local events (Great Lakes region)
Variety of wealth management groups (large banks, local financial firms), Millennial conference (San Francisco) and more.
Our team increased Advocacy efforts and communicated more with clients, consultants and prospects in this area.
We are pursuing advocacy involvement within our local political arena in 2018.
Environmental: climate change, methane emissions
Social: Human trafficking, forced/child labor, immigration
(See Active Ownership for additional details)