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SVM Asset Management Limited

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]

There have been no collaborative engagements in the reporting year but we will consider opportunities in the future.


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

03.3. Additional information. [Optional]

On publication of Annual and Corporate Sustainability Reports SVM analysts complete or amend the SVM ESG Template ensuring the most pertinent issues are addressed. Where issues are identified for further engagement this is conducted immediately. Where news flow dictates adhoc meetings will be arranged. Further engagement will be identified as part of the underlying financial investment process which often involves further company contact. Finally all new holdings or potential holdings will result in ESG template completion and potential engagement issues identified.


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

04.2. Additional information. [Optional]

The principles and actions recommended by the UN Global Compact, Sustainable Development Goals and UN GRI Standards are adopted as the foundation for SVM’s ESG guidelines.


LEA 05. Process for identifying and prioritising collaborative engagement

Indicate whether you monitor and/or review engagement outcomes.
Individual / Internal staff 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]


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
Individual/Internal staff engagements​

08.2. Additional information. [Optional]

We publish a quarterly ESG report on our website which includes total number of engagements, the companies engaged with and the topic of engagement.


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