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Martin Currie 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]

Our focus is always on relevance and materiality when looking at ESG factors. Our ESG engagement forms part of our broader engagement with companies described in previous sections. Where we have identified a particular issue the objective of the engagement is set by the analyst responsible for the stock. We record these engagements on our internal research portal. Responsibility for tracking these engagements lies with the analyst responsible for the company analysis. The review process is looked at on a case-by-case basis and will depend on the immediacy and materiality of the issue. There is a mandatory annual review of all research relating to companies held in portfolios which will include any engagements on material issues but typically they are reviewed more frequently.

The investment team meets on a daily basis with a focus on read-across from one company to another - this ensures that lessons learned from any engagement on a particular issue are disseminated quickly and effectively to the broader team. Our internal research portal also provides access to all company research and company contact by one analyst for the broader team.

Our process on tracking engagement is overseen by David Sheasby, our Head of Stewardship and ESG.


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]

Our process on tracking engagement is overseen by David Sheasby, our Head of Stewardship and ESG.

Our focus is always on relevance and materiality when looking at ESG factors. Our ESG engagement forms part of our broader engagement with companies described in previous sections. Where we have identified a particular issue the objective of the engagement is set by the analyst responsible for the stock. We record these engagements on our internal research portal. Responsibility for tracking these engagements lies with the analyst responsible for the company analysis. The review process is looked at on a case-by-case basis and will depend on the immediacy and materiality of the issue. There is a mandatory annual review of all research relating to companies held in portfolios which will include any engagements on material issues but typically they are reviewed more frequently.

Our internal research portal also provides access to all company research and company contact by one analyst for the broader team.

Where we are involved in collaborative engagement, for example with the PRI on the water in the agricultural supply chain, we will play an active role and therefore monitor the engagement in full. In this particular case for example we are leading the engagement with a number of the companies identified in the program.

We provide a summary of our overall engagements in our Stewardship Annual Report (available on our web-site) and also provide examples of some of the engagements that we have been involved with.  When tracking engagements, we look at the topic, the objective and the result.


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