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SPF Beheer

PRI reporting framework 2018

Export Public Responses

You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements run internally


LEA 03. Process for identifying and prioritising engagement activities


03.1. 貴社内のスタッフが実行するエンゲージメント活動を特定し、優先順位を決定する正式なプロセスが貴社にあるかどうか示してください。

03.2. 貴社内のスタッフが実行するエンゲージメントを特定し、優先順位を決定する際に使用する基準を説明してください。

03.3. Additional information. [Optional]

Due to our limited portfolio a formal process for identifying and prioritising engagement on the internally managed portfolio is not necessary. Our goal is to engage in regular dialogue with all companies in our portfolio. Due to the limited number of companies invested in this is doable. The conversations include both financial as well as SRI topics. When there are clear concerns in the field of SRI a separate conversation will be scheduled with the company purely targeting SRI.

One principle that we do adhere to is that we will always engage with a company in response to (potential) breaches of the minimum ESG standards we believe a company should adhere to.

LEA 04. Objectives for engagement activities


04.1. 貴社内のスタッフが実行する貴社のエンゲージメント活動に具体的な目的を定義しているかどうかを記載してください。

04.2. 貴社内のスタッフが実行する貴社のエンゲージメントを受けた企業の行動をエンゲージメント中および後で監視しているかどうかを記載してください。

04.3. 貴社内のスタッフが行うエンゲージメント活動の進捗を監視のうえ評価するために以下のいずれかを実施しているかどうか示してください。

04.4. Additional information. [Optional]

For individual engagements the answer to this question depends on the goal of the engagements. We make a distinction between engagement and dialogue. An engagement process is started when a company's breaches our minimal ESG guidelines. We define goals and timelines for the company. If they do not comply with these goals within the time line set (and there are no signs of further improvement) we will exclude the company. 

Regularly, however, we have a what we call dialogue with companies. With a dialogue we aim to stimulate a company to further improve its SRI policies even though these policies are already well-developed. In this case we usually do not define strict objectives nor set a timeline. We do, however, come back on the topic in a later conversation with the company to see whether our questions and/or doubts have been addressed.