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Wellington Management Company LLP

PRI reporting framework 2018

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You are in Direct - Listed Equity Active Ownership » Engagement » Outputs and outcomes

成果および結果

LEA 11. Number of companies engaged with, intensity of engagement and effort

11.1. 報告年度に貴社がエンゲージメントを行った上場株式ポートフォリオの数を明示してください。

エンゲージメントを行った企業の数
割合(5%刻み)
この割合の計算基準を明記してください

単独/貴社内のスタッフのエンゲージメント

335 エンゲージメントを行った企業の数
5 割合(5%刻み)

この割合の計算基準を明記してください

11.2. ESG問題に関連して報告年度中に企業と複数かつ現実的で詳細にわたる議論ややりとりを行ったエンゲージメントの割合を記載してください。

エンゲージメントの種類
総合的なエンゲージメントの割合(%)
単独/貴社内のスタッフのエンゲージメント

11.5. Additional information. [Optional]


LEA 12. Engagement methods

12.1. 貴社のエンゲージメントが以下のどの項目を含むか明示してください。

12.2. 補足情報 [任意]

Our engagement activities can include meeting with company boards, speaking to non-executive directors, carrying out proxy voting or participating in stakeholder dialogues. The ESG Research team typically uses letter-writing to boards when there is a systematic issue we would like to discuss. In 2017, this involved writing to request engagement to understand the board's approach to diversity given the lack of gender diversity on mid- and large-cap companies in the US. In the event that a company is not responsive to our initial engagement efforts, we will consider: additional meetings with management, meeting with the Chair and other board members, and potentially voting against members of the board in order to escalate our concerns.


LEA 13. Companies changing practices / behaviour following engagement

13.1. 報告年度に貴社や貴社のサービスプロバイダーのエンゲージメント活動を受けて、企業が実務を変更した、または実務を変更するように正式に約束した事例件数を追跡しているかどうか明示してください。

報告年度に貴社や貴社のサービスプロバイダーのエンゲージメント活動を受けて、実務を変更した、または実務を変更するように正式に約束した企業の数を追跡していますか。

13.3. Additional information [Optional].

In 2017, the ESG Research team built out a tool that allows the team to better track and communicate engagement activity. This involves tagging the relevant ESG indicators discussed and assessing the company's progress on each indicator. Improvements since the last engagement can be discerned by changes to the assessment score, as determined by the ESG analyst. The tool then emails an engagement note directly to portfolio managers and analysts who own or follow the company.  

We collect instances where companies have changed or made a formal commitment to changing their practices on an anecdotal basis. Please see the engagement examples section to read about several instances with this type of tangible outcome.


LEA 14. Examples of ESG engagements (Private)


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