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SEI Investments Company

PRI reporting framework 2020

You are in Direct - Listed Equity Active Ownership » Overview


LEA 01. Description of approach to engagement

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

01.1. Indicate whether your organisation has an active ownership policy (includes engagement and/or voting).

01.2. Attach or provide a URL to your active ownership policy.

01.3. Indicate what your active engagement policy covers:

General approach to Active Ownership



01.4. Do you outsource any of your active ownership activities to service providers?

01.5. Where active ownership activities are conducted by service providers, indicate whether your active ownership policy covers any of the following:

01.6. Additional information [optional]

Under our direction, third party partners across all our investments globally carry out proxy voting activities with the best interest of our clients in mind. Their respective voting guidelines address ESG risks and opportunities. 

We outsource active engagement for our Ireland-based European investment strategies to BMO Global Asset Management through their responsible overlay (reo) service. This approach to engagement is based on constructive and confidential company dialogue and on building a relationship of trust, where over time we seek to gain a sound understanding of how companies manage the key ESG issues linked to their activities. We will encourage improvement in ESG management should they deem existing practices insufficient to respond to ESG risks and/or opportunities. Please see this URL also for a detailed description of our commitment to the Stewardship Code and how we conduct active engagement: