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Central Finance Board of the Methodist Church / Epworth Investment Management

PRI reporting framework 2018

Export Public Responses

You are in Direct - Listed Equity Active Ownership » 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

Engagement at the CFB is carried out by all members of the investment staff, either by written corrospondence, conference call or face to face meeting. We encourage engagement in order to understand a companies approach to ethical issues or to respond to an ethical controversy. We also engage collaboratively with other investors through membership of various investor initiatives. 

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
          To support investment decision-making
Collaborative engagements
          To support investment decision-making
Service provider engagements

Please specify why your organisation does not engage via service providers.

We believe we have a stronger case for engagement as shareholders than through intermediaries. 

02.2. Additional information. [Optional]

We believe that company engagement is preferable to divestment in relation to certain ESG issues. We have found that being an active owner of a company's shares opens the door to engagement more so than in the case where we are not holders.