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Coöperatie DELA

PRI reporting framework 2018

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Engagement

Overview

LEA 01. Description of approach to engagement

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether your organisation has a formal engagement policy.

01.2. Attach or provide a URL to your engagement policy.

01.3. Indicate what your engagement policy covers:

01.4. Provide a brief overview of your organization’s approach to engagement

BMO GAM's (our provider) approach to engagement is based on constructive and confidential company dialogue and on building a relationship of trust, where over time BMO GAM's Governance and Sustainable Investment team seeks to gain a sound understanding of how companies manage the key ESG issues linked to their activities. We will encourage improvement in ESG management should they deem existing practices insufficient to respond to ESG risks and/or opportunities.

DELA play a role in the engagement process by:

  • Discussing topics (or ESG issue(s)) of engagement;
  • Discussing rationale for engagement;
  • Discussing objectives of engagement;
  • Selecting companies to be engaged with;
  • Discussing progress towards engagement objectives;
  • Monitoring and reviewing outcomes that have been achieved from engagement;
  • Ad hoc monitoring and review of engagement processes.

01.6. Additional information [optional]


LEA 02. Reasoning for interaction on ESG issues

02.1. Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual/Internal staff engagements

Please specify why your organisation does not engage via internal staff.

DELA has outsourced this activity to a specialist provider (BMOGAM). They have a team of 14 specialst and otherwhise it is not possible to engage on the portfolio on a very efficient way.

Collaborative engagements

Please specify why your organisation does not engage via collaborative engagements.

DELA has outsourced this activity to a specialist provider (BMOGAM). They have a team of 14 specialst and otherwhise it is not possible to engage on the portfolio on a very efficient way.

Service provider engagements
          To gain a more robust understanding of companies' approach to managing material ESG risks and opportunities.
        

02.2. Additional information. [Optional]


Process

Process for engagements conducted with/on your behalf by service providers

LEA 07. Role in engagement process

New selection options have been added to this indicator. Please review your prefilled responses carefully.

07.1. Indicate if you play a role in the engagement process that your service provider conducts on your behalf.

07.2. Indicate the role(s) you play in engagements that your service provider conducts on your behalf.

07.3. Additional information. [Optional]

DELA sets on an annual basis specific targets by way of prioritising certain sectors and companies and results are monitored and communicated in milestones on a quarterly basis (see https://www.dela.nl/over-dela/over-cooperatie-dela/governance/ons-beleid/maatschappelijk-verantwoord-beleggen for reporting examples).


LEA 08. Monitor / discuss service provider information

08.1. Do you monitor and review the outcomes of the engagement activities undertaken by your service providers on your behalf?

Please select all that apply

08.2. Additional information. [Optional]

DELA sets on an annual basis specific targets by way of prioritising certain sectors and companies and results are monitored and communicated in milestones on a quarterly basis (see https://www.dela.nl/over-dela/over-cooperatie-dela/governance/ons-beleid/maatschappelijk-verantwoord-beleggen for reporting examples).


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

Service provider engagements

09.2. Additional information. [Optional]

Engagements and milestones (results of previous engagement) are reported by and discussed with our service provider on a quarterly basis (see https://www.dela.nl/over-dela/over-cooperatie-dela/governance/ons-beleid/maatschappelijk-verantwoord-beleggen).


LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of your engagement activities.

Type of engagement
Tracking engagements

Service provider engagements

10.2. Additional information. [OPTIONAL]

Engagements and milestones (results of previous engagement) are reported by and discussed with our service provider on a quarterly basis (see https://www.dela.nl/over-dela/over-cooperatie-dela/governance/ons-beleid/maatschappelijk-verantwoord-beleggen).


Outputs and outcomes

LEA 11. Number of companies engaged with, intensity of engagement and effort (Private)


LEA 12. Engagement methods (Private)


LEA 13. Companies changing practices / behaviour following engagement (Private)


LEA 14. Examples of ESG engagements (Private)


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