The Fonds has mandated SHARE to pursue engagement activities on its behalf with companies chosen from the Fonds’ Other assets portfolio. SHARE maintains correspondence, meeting notes and records of engagement dialogues with each company and provides to the Fonds quarterly confidential reports detailing its engagement activities.
Engagement strategies may comprise escalation measures, such as submitting a shareholder proposal or issuing a public statement. Divestment occurs rarely; that is solely in instances where companies are not receptive, or where ESG risks are deemed too severe to maintain an exposure to the company.