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SPF Beheer

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]

Because of the nature of the internally managed equity portfolio (with only 60 to 70 companies), the portfoliomanagers are in close contact with the companies they invest in. Because our internal investment managers and analysts form one team with the portfoliomanager SRI, they join conversations together with the portfoliomanager SRI and the company. Additionally, summaries are written after every conversation with the company and shared with the entire 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]


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