Public HTML RI reports - PRI reporting framework 2019

Type of engagement	Insights shared
Collaborative engagements	Yes, systematically Yes, occasionally No
Service provider engagements	Yes, systematically Yes, occasionally No

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

Involving investment decision-makers when developing engagement programme

Holding investment team meetings and/or presentations

Using IT platforms/systems that enable data sharing

Internal process that requires portfolio managers to re-balance holdings based on interaction and outcome levels

Other; specify

          We meet with our external managers to discuss ESG issues at least once a year.

None

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	Yes, systematically Yes, occasionally No
Collaborative engagements	Yes, systematically Yes, occasionally No
Service provider engagements	Yes, systematically Yes, occasionally No

07.4. Additional information. [Optional]

In addition to meeting with them once a year to discuss ESG issues, we also contact our external managers on a case-by-case basis to gain an understanding of their views of a particular stock or sector and provide our views of its ESG risk profile.

Our annual report, which is public, includes examples of engagement as well as outcomes achieved through the engagement.

LEA 08. Tracking number of engagements

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

Type of engagement	Tracking engagements
Collaborative engagements	Yes, we track the number of our engagements in full Yes, we partially track the number of our engagements We do not track
Service provider engagements	Yes, we track the number of our engagements in full Yes, we partially track the number of our engagements We do not track

08.2. Additional information. [OPTIONAL]

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