Public HTML RI reports - PRI reporting framework 2020

Type of engagement	Reason for interaction
Individual / Internal staff engagements	To influence corporate practice (or identify the need to influence it) on ESG issues To encourage improved/increased ESG disclosure To gain an understanding of ESG strategy and/or management We do not engage via internal staff
Collaborative engagements	To influence corporate practice (or identify the need to influence it) on ESG issues To encourage improved/increased ESG disclosure To gain an understanding of ESG strategy and/or management We do not engage via collaborative engagements
Service provider engagements	To influence corporate practice (or identify the need to influence it) on ESG issues To encourage improved/increased ESG disclosure To gain an understanding of ESG strategy and/or management We do not engage via service providers

02.4. Additional information. [Optional]

LEA 03. Process for identifying and prioritising engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagements.

Yes

03.3. Additional information. [Optional]

LEA 04. Objectives for engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.

Indicate whether you define specific objectives for your organisation’s engagement activities.

Individual / Internal staff engagements

All engagement activities

Majority of engagement activities

Minority of engagement activities

We do not define specific objectives for engagement activities carried out by internal staff

04.2. Additional information. [Optional]

Engagement will in all cases be aimed at aligning an investee companies ESG performance with our policy and publicly stated objectives.

LEA 05. Process for identifying and prioritising collaborative engagement

Indicate whether you monitor and/or review engagement outcomes.

Individual / Internal staff engagements

Yes, in all cases

Yes, in a majority of cases

Yes, in a minority of cases

We do not monitor, or review engagement outcomes when the engagement is carried out by our internal staff.

Indicate whether you do any of the following to monitor and/or review the progress of engagement activities.

Individual / Internal staff engagements

Define timelines/milestones for your objectives

Track and/or monitor progress against defined objectives and/or KPIs

Track and/or monitor the progress of action taken when original objectives are not met

Revisit and, if necessary, revise objectives on a continuous basis

Other; specify

          There is no formal monitoring process but engagement occurs at management and governance level and is always reported back during weekly management group meetings.

05.3. Additional information. [Optional]

LEA 06. Role in engagement process

06.1. Indicate whether your organisation has an escalation strategy when engagements are unsuccessful.

Yes

06.3. Additional information. [Optional]

LEA 07. Share insights from engagements with internal/external managers (Private)

LEA 08. Tracking number of engagements

08.1. Indicate whether you track the number of your engagement activities.

Type of engagement	Tracking engagements
Individual/Internal staff engagements	Yes, we track the number of our engagements in full Yes, we partially track the number of our engagements We do not track

08.2. Additional information. [Optional]

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