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Morphic Asset Management

PRI reporting framework 2019

You are in Direct - Listed Equity Active Ownership » Engagement

Engagement

LEA 02. Reasoning for interaction on ESG issues

Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual / Internal staff engagements
Collaborative engagements
Service provider engagements

02.4. Additional information. [Optional]


LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagements.

Indicate the criteria used to identify and prioritise engagements for each type of engagement.
Type of engagement
Criteria used to identify/prioritise engagements
Individual / Internal engagements

Internal / Individual engagements

specify

          We engage with every company that we invest in. After initial engagement we prioritize further engagement according to the materiality of the issues we identify.
        
Collaborative engagements

Collaborative engagements

specify

          Collaborative engagements are prioritised in order to balance internal resource burden, local materiality and promotion of this specific aspect of RI.
        

03.3. Additional information. [Optional]


LEA 04. Objectives for engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.
Indicate whether you define specific objectives for your organisation’s engagement activities.
Individual / Internal engagements
Collaborative engagements

04.2. Additional information. [Optional]

Often it is the basic level of engagement (such as requests for further detailed information or answers to questions that arise from initial engagement) that leads to the identification of material ESG risks and opportunities. In these cases it is not possible to define specific objectives (other than hte need for meaningful engagement( ahead of knowing what the problem and potential solution may be.


LEA 05. Process for identifying and prioritising collaborative engagement

Indicate if you monitor and/or review engagement outcomes.
Individual / Internal engagements
Collaborative engagements
Indicate if you do any of the following to monitor and review the progress of engagement activities.
Individual / Internal staff engagements
Collaborative engagements

05.3. Additional information [Optional]


LEA 06. Role in engagement process

06.1. Indicate whether your organisation has an escalation strategy when engagements are unsuccessful.

06.2. Indicate the escalation strategies used at your organisation following unsuccessful engagements.

06.3. Additional information. [Optional]

The strategies indicated above are the full range of strategies we would consider in the event we needed to escalate. However, which is used and the timing is very much decided on a case-by-case basis.


LEA 07. Share insights from engagements with internal/external managers

07.1. Indicate whether insights gained from your organisation's engagements are shared with investment decision-makers.

Type of engagement

Insights shared

Individual / Internal staff engagements

Collaborative engagements

07.2. Indicate the practices used to ensure information and insights collected through engagements are shared with investment decision-makers.

07.3. Indicate whether insights gained from your organisation’s engagements are shared with your clients/beneficiaries.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

07.4. Additional information. [Optional]

Insights from engagement will be selectively shared with clients/beneficiaries. The reason for this being that sometimes respecting the privacy of the communications with companies preserves goodwill. Put another way, public disclosure of contentious and negative issues may close channels of communication. Again, this has to be judged on a case-by-case basis. Clearly the passage of time usually enables case studies to be published without impacting on ogoing engagements.


LEA 08. Tracking number of engagements

08.1. Indicate if you track the number of your engagement activities.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

08.2. Additional information. [OPTIONAL]

All of our funds have the same concentrated portoflio. Thus, our engagement activiites do not require a costly IT system in order to effectively track progress. 


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