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Pendal

PRI reporting framework 2020

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You are in Direct - Listed Equity Active Ownership » Overview

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

Engagement

Voting

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:

          Regnan engages on Pendal's behalf, separately to direct Pendal engagements, but Regnan is wholly-owned by Pendal and as such is not considered outsourced.
        

01.6. Additional information [optional]

In addition to our direct engagement program, we also subscribe to Regnan's collective engagement service to complement our own active ownership practices. Regnan is wholly-owned by Pendal.

Pendal values Regnan’s collaborative engagement program, representing a group of institutional investors, as it provides an enhanced focus on ESG issues. We consider this to be an important complement to our own practice.

The founders of Regnan (of which Pendal was one, prior to assuming full ownership) collectively fostered the establishment of Regnan as a specialist engagement service to:

  • Benefit from specialised skills both in ESG aspects and in the practice of engagement for change.
  • Provide access to and influence with relevant decision makers in corporations and elsewhere.
  • Maximise the impact of the resources each client contributes.
  • Be efficient in the achievement of shared objectives - which also benefits investee companies given they face increasing requests from shareholders for dialogue. Via Regnan, companies can reach through a single interface a large proportion of shareholders who prioritise ESG issues.

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