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You are in Direct - Listed Equity Active Ownership » Engagement
Type of engagement
Reason for interaction
Portfolio managers and RI team regularly review and discuss the need for engagement activities. Client concerns are considered in the prioritizing of the engagement activities.
If we discover that a company we have invested in is violating the Global Compact principles we will first analyze the situation with the portfolio manager after which the Responsible Investment Steering Group will decide on further actions. There are three options for further actions: to monitor the situation, to start engagement measures or to place the company on the list of excluded investments. The purpose of engagement is to change the company’s practices so that they become more responsible. The exclusion is always used as a last resort if it seems that the company is not willing to do the improvements required. During 2018, we divested from the one company due to the allegations of violating UN Global Compact's principles.
Engagement activities are always shared with the responsible portfolio manager and assessed quarterly in Evli's RI Steering Group.
Individual/Internal staff engagements
Individual / Internal staff engagements