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PRI reporting framework 2019

Export Public Responses

You are in Direct - Listed Equity Active Ownership » Overview


LEA 01. Description of approach to engagement

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

01.1. Indicate whether your organisation has an active ownership policy.

01.2. Attach or provide a URL to your active ownership policy.

01.3. Indicate what your active engagement policy covers:

General approach to active ownership



01.4. Do you outsource any of your active ownership activities to service providers?

01.5. Where active ownership activities are conducted by service providers, indicate whether your active ownership policy covers any of the following.

          Service providers are typically a complement to our own active ownership activities not an outsourcing arrangement. As such we ensure alignment of philosophies.

01.6. Additional information [optional]

In addition to our direct engagement program, we also subscribe to Regnan's engagement service to complement our own active ownership practices. Pendal uses Regnan’s engagement platform to provide an enhanced focus and independent perspective on ESG issues. We consider this to be an important complement to our own practice.

The founders of Regnan (of which Pendal was one) collectively fostered the establishment of Regnan as a specialist engagement service to:

  • Benefit from specialised skills both in ESG aspects and in the practice of engagement for change.
  • Provide access to and influence with relevant decision makers in corporations and elsewhere.
  • Maximise the impact of the resources each client contributes.
  • Be efficient in the achievement of shared objectives - which also benefits investee companies given they face increasing requests from shareholders for dialogue. Via Regnan, companies can reach through a single interface a large proportion of shareholders who prioritise ESG issues.