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You are in Direct - Listed Equity Active Ownership » Engagement
Type of engagement
Reason for interaction
In terms of proxy voting, we have provided unsolicited feedback to our sub-advisor to discuss options to evolve the current ESG proxy policy.
We have not yet employed an escalation strategy when our engagements have been unsuccessful. This is something we will need to consider as our company and fund grows.
Service provider engagements
Individual/Internal staff engagements
We have published a 2018 annual impact report to summarize our engagement program. It reviews the top-line initiatives - how we became a Certified B Corp, we advocated for ESG disclosure / issues related to the financial services industry and green buildings, and we reached out to all of our holdings.
Individual / Internal staff engagements