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Metzler Asset Management GmbH

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.

01.6. Additional information [optional]

Metzler Asset Management GmbH has mandated BMO Global Asset Management. BMO Global Asset Management and the portfolio managers themselves discuss business-relevant ESG challenges in their talks with companies. BMO Global Asset Management also exercises voting rights and prepares ESG engagement reports, including the engagement milestones reached.

BMO Global Asset Management's  approach to engagement is based on constructive and confidential company dialogue and on building a relationship of trust, where over time we seek to gain a sound understanding of how companies manage the key ESG issues linked to their activities. We will encourage improvement in ESG management should they deem existing practices insufficient to respond to ESG risks and/or opportunities.