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You are in Direct - Listed Equity Active Ownership » Engagement
Our fiduciary manager engages on our behalf in line with our policy.
We exclude based on the following criteria:
This accounts for all asset classes, including LE.
At the start of our engagement with a company we make clear that if an engagement appears to be unsuccesful after two years, we might divest. At the moment we have a few companies on our exclusion list because of engagement led divestment
We are exploring ways how to best systematically share engagement insights with investment managers, which we now do on occassion. External ESG data feeds into internal investment platforms but we see a clear for more background information to clarify the high-over/high-level ESG-scores. We expect investment managers to use our input as another source of research relevant for investment decision making. At this point we do not monitor how and whether the engagement insights are taken into consideration.
Tracking progress of engagements is logged in the same database as where we log milestones and goals for engagement. As discussed before, MN on behalf of PMT tracks all company related activities and evaluations in this database. A summary of these transcripts is provided to PMT on a quarterly basis. The information in the system is subjected to internal control processes and audits and is a source of evidence for the external audits on public reporting