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Pensionfund Metalektro (PME)

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]

Our fiduciary manager MN conducts quarterly meetings with investment managers to discuss prioritized themes and/or companies. We are exploring ways how to best systematically share engagement insights with investment managers. External ESG data feeds into internal investment platforms but we see a clear for more background information to clarify the high-over/high-level ESG-scores. We expect investment managers to use our input as another source of research relevant for investment decision making. At this point we do not monitor how and whether the engagement insights are taken into consideration.      


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]

Tracking progress of engagements is logged in the same database as where we log milestones and goals for engagement. As discussed before, we track all company related activities and evaluations in this database. A summary of these transcripts is provided from our fiduciary manager MN to PME on a quarterly basis. The information in the system is subjected to internal control processes and audits and is a source of evidence for the external audits on public reporting by PWC.


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