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Central Finance Board of the Methodist Church / Epworth Investment Management

PRI reporting framework 2018

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Process for engagements run internally

LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagement activities carried out by internal staff.

03.2. Describe the criteria used to identify and prioritise engagement activities carried out by internal staff.

03.3. Additional information. [Optional]

There is a monthly meeting (including CIO and CEO) which reviews, discusses and prioritises proactive and reactive engagement activities. High impact areas, significant in terms of ethical and financial materiality, are identified in collaboration with the Methodist Church Joint Advisory Committee on the Ethics of Investment (JACEI).  


LEA 04. Objectives for engagement activities

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

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take during and following your engagements activities carried out by internal staff.

04.3. Indicate if you do any of the following to monitor and evaluate the progress of your engagement activities carried out by internal staff.

04.4. Additional information. [Optional]

Our engagement objectives vary from encouraging improved ESG disclosure, promoting an ESG improvement, or simply gaining an increased understanding of a company's approach to specific ESG issues to help inform investment decisions. In many cases our engagement activities are long term (in some cases stretching back several decades), and part of each round of engagement is to review the progress made since the preivous engagement regarding the relevant issues. 


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