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CBRE Global Investors

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

09.2. Additional information. [Optional]

CBRE Clarion does not have a separate ESG team, so the same individuals (analysts) conducting engagement and making proxy voting decisions are also responsible for recommending an investment in a particular company.  Senior members of the investment team (those participating in CBRE Clarion’s Responsible Investment Management Committee) are responsible for aggregating such information and enabling analysts to understand the ESG issues being considered by their peers.


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

10.2. Additional information. [OPTIONAL]

A log of engagement activity is maintained to track engagements between our analyst teams and the companies they cover.  Log entries include the following information: company, analyst, issue type (E, S or G) and issue description.  Senior members of the investment team (those participating in CBRE Clarion’s Responsible Investment Management Committee) are responsible for coordinate the logging of engagement activity and providing feedback to the analyst team on the engagement activities.  Since the analysts meet with company management frequently and sometimes on an ad hoc basis, some less substantive engagements may not be logged.


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