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You are in Direct - Listed Equity Active Ownership » Engagement
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 are prioritised in order to balance internal resource burden, local materiality and promotion of this specific aspect of RI.
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.
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.
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.
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.