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Generation Investment Management LLP

PRI reporting framework 2020

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 (includes engagement and/or voting).

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?

01.6. Additional information [optional]

Our active ownership policy is embedded into our investment process. Please refer to our Engagement Policy on our website and our response to the Stewardship Code, also available on our website. Our Proxy Voting guidelines are available to clients on request. We have always taken very seriously the trust our clients place in us. Acting as a responsible owner is a critical part of being an effective long-term investor. Engaging with management teams and exercising our proxy voting rights helps us to enhance our company-specific research, develop stronger long-term relationships, and promote positive corporate behaviour. As such, each Global Equity analyst is responsible for proxy voting and engagement as part of their ongoing coverage of companies. This is possible because our analyst team covers a small number of companies each (typically a maximum of 12). Because of the intense coverage of a company, each analyst is required to understand a company well, and to have good access to the management team. Our analysts are expected to raise issues during the course of normal management meetings and on ad hoc occasions should the need arise. All analysts commit to voting all our proxies and each is responsible for reviewing the corporate governance issues on a case-by-case basis. Analysts have access to the research of ISS Europe Ltd, who we have selected as our proxy voting platform, but they are expected to undertake their own analysis to determine the appropriate voting outcome based on their knowledge of the company.