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Central Finance Board of the Methodist Church / Epworth Investment Management

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]

All investment staff are involved in the engagement process and are kept informed of the progress of engagements and outcomes, predominantly via our monthly ethics meeting.  The engagement process can also provide an insight into ESG issues relating to companies and wider industries, and this increased knowledge base is shared with both our internal and external investment managers.


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]

All engagement activity is detailed in our monthly internal ethics meeting and communicated to clients via our quarterly SRI reviews.


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