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SEI Investments Company

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

02.2. Indicate whether your organisation plays a role in the engagement process that your service provider conducts.

02.3. Indicate the role(s) you play in engagements that your service provider conducts on your behalf.

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
Service-provider engagements

Service-provider engagements

03.3. Additional information. [Optional]

We maintain an open dialogue, including quarterly meetings, with our service provider during which we discuss ongoing priorities for engagement and the progress and outcomes achieved. These discussions cover how companies are selected for engagement including materiality of ESG issues, consultation with clients and other stakeholders, and breaches or international norms. We also invite our clients to provide input in BMO reo's annual process for prioritizing material ESG issues. 


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.
Service-provider engagements

04.2. Additional information. [Optional]

While we do not directly specify objectives for each individual engagement activity conducted by our service provider, we maintain an open dialogue, including quarterly meetings with them, during which we discuss ongoing priorities for engagement and the progress and outcomes achieved. These discussions inform BMO reo's strategy for continued engagement on our behalf. We also monitor their activities and performance against the priorities and policies agreed to in our policies and guidelines. 


LEA 05. Process for identifying and prioritising collaborative engagement

Indicate whether you monitor and/or review engagement outcomes.
Service-provider engagements
Indicate whether you do any of the following to monitor and/or review the progress of engagement activities.
Service-provider engagements

05.3. Additional information. [Optional]

We hold quarterly and annual review meetings with our service provider during which we discuss progress against engagement priorities objectives. During these meetings we discuss achievements and escalations for certain companies that have been engaged on our behalf. We also monitor their activities and performance against the priorities and policies agreed to in our policies and guidelines. 


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 (Private)


LEA 08. Tracking number of engagements

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

Type of engagement
Tracking engagements
Service-provider engagements

08.2. Additional information. [Optional]


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