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You are in Direct - Listed Equity Active Ownership » Engagement
Type of engagement
Reason for interaction
For example, we have defined a set of governance principles and work with our proxy voting partner to ensure voting and engagement is consistent with these principles
We have identified 9 Key Progress Indicators that drive our engagement behaviour and objectives alongside our detailed ESG analysis. We have defined a set of governance principles that we have advised ISS ( our proxy voting partner) of and work with to ensure our objectives are met.
We rate all stocks betwenn A-C. If engagement activity or management actions alters our view on the rating, we are able to fail the company and would divest of the holding.
Individual/Internal staff engagements
All engagement activities are undertaken directly by the investment team or the investment team collaborate directly with external service providers. Hence, all engagement activities are integral to the investment process and delivered directly by the investment team. These are reported
All engagement activities are recorded on our internal stock note system. These are available for review by our investment committee. We continuously engage with all holdings on ESG and other material non-financial factors as this is integral to our investment process. We work closely with our service providers to track their activities and liaise with them when issues arise.