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TRINETRA INVESTMENT MANAGEMENT LLP

PRI reporting framework 2020

You are in Direct - Listed Equity Active Ownership » Engagement

Engagement

LEA 02. Reasoning for interaction on ESG issues

Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual / Internal staff engagements
Collaborative engagements
Service provider engagements

02.4. Additional information. [Optional]

We aim to be as aligned with our clients, the asset owners, as possible. As such, we require the management of the companies in which we invest to demonstrate similar alignment. Since many scenarios arise where alignment may not be absolute, we consider and quantify any risk arising from that lack of alignment as we would with other major risks.

Our investment strategy reinforces this alignment. We invest in an area where considerable growth opportunities exist, and specifically select businesses with fundamentally sustainable business models, avoiding near-term opportunistic anomalies. These strict investment criteria provide a foundation for long-term investment performance at their core. Likewise, environmental and social considerations that could be viewed as externalities and can negatively affect other stakeholders. Management of a company that can align shareholders’ interests with those of the wider community therefore improves the prospects for that company’s sustainability.

We actively and deliberately vote according to our governance principles and to protect our clients’ interests. We do not rely on recommendations from proxy voting providers.

We consider a management’s approach to governance for companies in which we invest our clients’ funds to be fundamental to any investment decision.


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.

Indicate the criteria used to identify and prioritise engagements for each type of engagement.
Type of engagement
Criteria used to identify/prioritise engagements
Individual / Internal staff engagements

Individual / Internal staff engagements

Collaborative engagements

Collaborative engagements

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
Collaborative engagements

04.2. Additional information. [Optional]

Our engagement usually focuses on aspects of our research findings that relate to consumer trends about which we have gained insight.


LEA 05. Process for identifying and prioritising collaborative engagement

Indicate whether you monitor and/or review engagement outcomes.
Individual / Internal staff engagements
Collaborative engagements
Indicate whether you do any of the following to monitor and/or review the progress of engagement activities.
Individual / Internal staff engagements
Collaborative engagements

05.3. Additional information. [Optional]

Objectives for each engagement will differ, and so timlines and monitoring objectives are considered engagement by engagement.


LEA 06. Role in engagement process

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

06.2. Indicate the escalation strategies used at your organisation following unsuccessful engagements.

06.3. Additional information. [Optional]


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

07.1. Indicate whether insights gained from your organisation`s engagements are shared with investment decision-makers.

Type of engagement

Insights shared

Individual / Internal staff engagements

Collaborative engagements

07.2. Indicate the practices used to ensure that information and insights gained through engagements are shared with investment decision-makers.

          Our risk assessment process explicitly incorporates ESG risks.  As such, insights adding to risk will increase score, and lower expected risk-adjusted returns.
        

07.3. Indicate whether insights gained from your organisation’s engagements are shared with your clients/beneficiaries.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

07.4. Additional information. [Optional]

Trinetra has not participated, in its short existence, in collaborative engagement. The answers to these indicators relate to the approach Trinetra will take when a relevant situation arises.


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​

Collaborative engagements

08.2. Additional information. [Optional]

Trinetra has not participated, in its short existence, in collaborative engagement. The answers to these indicators relate to the approach Trinetra will take when a relevant situation arises.


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