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J.P. Morgan Asset Management

PRI reporting framework 2020

Export Public Responses

You are in Direct - Listed Equity Active Ownership » Outputs and outcomes

Outputs and outcomes

LEA 09. Number of companies engaged with, intensity of engagement and effort

Indicate the proportion of companies in your listed equities portfolio with which your organisation engaged during the reporting year.
We did not complete any engagements in the reporting year.

Number of companies engaged

(avoid double counting, see explanatory notes)

Proportion of companies engaged with, out of total listed equities portfolio

Individual / Internal staff engagements


Collaborative engagements


09.2. Indicate the breakdown of engagements conducted within the reporting year by the number of interactions (including interactions made on your behalf).

No. of interactions with a company
% of engagements
One interaction
2 to 3 interactions
More than 3 interactions

09.3. Indicate the percentage of your collaborative engagements in which you were the leading organisation during the reporting year.

Type of engagement

% leading role
  Collaborative engagements

09.5. Additional information. [Optional]

Out of a total of 666 engagement interactions recorded by the Stewardship Teams globally for the period, there were 102 companies with more than one interaction, and 13 with 3 or more interactions. The largest recorded number of interactions was 6, with a large European pharmaceutical company. Please note these figures are for dedicated ESG engagements, and do not include ESG discussions in investor-led or scheduled 1-2-1 meetings.

LEA 10. Engagement methods

10.1. Indicate which of the following your engagement involved.

10.2. Additional information. [Optional]

ESG engagements are typically initiated either by letter, or as part of a scheduled 1-2-1 meeting. These will then usually be followed up with a dedicated ESG meeting, either with non-executive directors, committee chairs, or CSR specialists where they exist. Larger listed companies also now undertake ESG roadshows, in parallel to their main investor roadshows. We will attend these when we are a material shareholder, or if there is a new or ongoing issue we wish to discuss.

LEA 11. Examples of ESG engagements (Private)