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Panarchy Partners

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]


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]

For engagements, we prioritise in terms of companies we are invested in. In other words, we have a watchlist of about 95-100 companies, but we will only initiate engagement with a company once it is in our portfolio. Secondly, within our portfolio, our priority for engagement is on non-financial topics first such as environmental, social and human capital issues.

When it comes to engagements with portfolio companies, we put equal emphasis to engage with all our portfolio companies, i.e. we do not prioritise by % of holdings or any other factor. In 2019 from the time period of August to December, we focused on each portfolio company and reached out to them with our engagement questions which covered all four forms of capital. We are proud to say that we have had 100% success rate in this, as we have engaged in hour long meetings (via video conferencing and physical meetings) with all of our portfolio companies.


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]

For individual and staff engagement with portfolio companies, our main objective is to approach them and engage with and as previously mentioned we achieved 100% success in this. Internally, for employees when they go for training, one objective is that the employees creates a brief report and subsequently share his/her learning with the rest of the team.

On the collaboration front, we have just recently joined PRI's Palm Oil Sustainable Working Group in March 2020 and as of now we have not set any objective for this engagement.


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

05.3. Additional information. [Optional]

We engaged with 100% of our portfolio companies, and through frequent engagements we track, monitor, and view the progress of these companies using their sustainability reports and conference calls.

For collaborative engagements, we have only started and hence have not set out any engagement measurement.


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]

We have a strategy that if the portfolio company does not respond by our 10th email request, then we will notify them of our intent to divest our position. So far it has not happened, as whenever we have contacted our portfolio companies, they have responded in earnest and we have continued the conversation from there.


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​

Collaborative engagements

08.2. Additional information. [Optional]

For staff engagements with portfolio companies, we product summary reports for the team hence it is properly tracked.

For collaborative engagements, we have not had any engagement yet with any company hence no tracking is available there.


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