Information derived from our engagements (whether they be individual/internal staff engagements, collaborative engagements or service provider engagements) are all shared with internal investment managers where relevant to investments.
Engagement information where relevant may become part of our valuation of a business, feed into our portfolio construction process and influence our proxy voting decisions. However, not all engagement activities will always influence investment decision-making, only where it is material to the investment outcomes of the fund and in alignment with portfolios objectives (both value- and values-based objectives as relevant).
We provide quarterly reports on engagement activity to our clients. This includes collaborative engagements or service provider engagements.