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Macquarie Asset Management

PRI reporting framework 2019

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You are in Direct - Listed Equity Active Ownership » Overview

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

Engagement

Voting

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.

01.6. Additional information [optional]

Macquarie Investment Management (MIM) is a division of Macquarie Asset Management (MAM).

MIM’s investment teams often engage with companies as part of their regular investment processes.  These engagements are typically strategic in nature and provide additional insights into management quality, business drivers, financial strategy and future business prospects. During these meetings ESG factors may be discussed, where relevant, and the findings incorporated into our overall assessment of the management teams.

We may also engage directly with the entities in which we invest in order to encourage additional ESG disclosure. Companies that we have targeted for engagement are typically identified and prioritized by geography, sector and size in order to ensure that a diverse cross-section of engagements are undertaken.

Where our teams are active  investors and rely on fundamental research as a key part of their investment processes, they are also often active proxy voters and exercise voting rights responsibly. We act as owners and seek to ensure that proxies are voted in the best interests of our clients and that our proxy voting activities adhere to the requirements of all applicable rules and general fiduciary principles.

Each regulated entity within MIM that votes on behalf of its clients has a proxy voting policy. The policies are updated annually and are available upon request.


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