The answers above are related to both AO Engagement and CSA Engagement.
The Active Ownership team tracks all of the engagement cases in our value and enhanced engagement programs. These cases are reported on a frequent basis, including status changes on the pre-defined SMART objectives.
If we support other investors by co-signing letters, for companies out-side the program, we typically do not consider these as engagement cases. Only if we have defined specific goals with SMART objectives, we place such engagements in our program.
RobecoSAM tracks the number of direct company engagements through the Corporate Sustainability Assessment (CSA) in terms of the number of feedback calls, meetings and workshops held with companies. On a more granular level, RobecoSAM tracks the number of direct interactions with companies by email or phone through its dedicated CSA Helpline, which serves as an ongoing, free-of-charge line of communication between companies and RobecoSAM.
In 2017, RobecoSAM held over 250 individual feedback calls, meetings and workshops with companies that participated in the CSA. The CSA Helpline sent nearly 9,000 emails in 2017 and held over 500 phone calls with companies.