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Public Sector Pension Investment Board

PRI reporting framework 2018

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You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements conducted with/on your behalf by service providers

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.

          Ad hoc monitoring and review of engagements processes.
        

07.3. Additional information. [Optional]

In addition to actively participating in the engagement strategy and process, we actively monitor and review the activities of our service provider through quarterly calls, regular reports and an engagement platform.


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]

In addition to actively participating in the engagement strategy and process, we actively monitor and review the activities of our service provider through quarterly calls, regular reports and an engagement platform.

When undertaking engagements, a five-step milestone approach is used to guide the engagement process, monitoring and assess the success of the engagements.


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