This report shows public data only. Is this your organisation? If so, login here to view your full report.

Cadence Investment Partners LLP

PRI reporting framework 2018

You are in Direct - Listed Equity Active Ownership » (Proxy) voting and shareholder resolutions » Process

Process

LEA 16. Typical approach to (proxy) voting decisions

16.1. Indicate how you typically make your (proxy) voting decisions.

Approach

Based on

16.2. Provide an overview of how you ensure your voting policy is adhered to, giving details of your approach when exceptions to the policy are made (if applicable).

Our investment approach looks for businesses which will enhance shareholder returns over the longer term. We view this as the guiding principal for any business we invest in. This is also, therefore, the cornerstone of our proxy voting policy. We have regular direct contact with managers of invested companies and this is the normal platform for us to ask the company to explain any actions which appear not to comply with our fundamental principle of enhancing long term shareholder returns. Where such an explanation is not justifiable in our view we will use the proxy voting system to vote against any such proposals.

16.3. Additional information.[Optional]

The analyst responsible for the internal report on the copany is responsible for the voting decision in alignmen with the senior partner who is the investment manager. A record of each decision is kept internally as well as by our administration partner Compass Asset Management of Lugano


LEA 17. Percentage of voting recommendations reviewed (Not Applicable)


LEA 18. Confirmation of votes

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

18.1. Describe your involvement in any projects to improve the voting trail and/or to obtain vote confirmation .

          Our administration service provider informs us of any upcoming vote on shares held within the fund and we analyse the votes required before deciding to vote for or against any resolution. This includes EGMs as well as AGMs. The decision is then sent back to the administrator to pass on to the company secretary and a record of our decision is kept internally and also by our admin partner Compass Asset Management.
        

18.2. Additional information. [OPTIONAL]

          
        

LEA 19. Securities lending programme (Private)


LEA 20. Informing companies of the rationale of abstaining/voting against management

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

20.1. Indicate whether you or the service providers acting on your behalf raise any concerns with companies ahead of voting

20.2. Indicate whether you and/or the service provider(s) acting on your behalf, communicate the rationale to companies, when , you abstain or vote against management recommendations.

20.3. Additional information. [Optional]

We would normally inform the company of our disagrreement on any resolution when we engage with the management of the company in an annual basis.


Top