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Spudy Family Office GmbH

Service Providers Framework 2018

You are in Active Ownership Services » Engagement

Engagement

AOS 04. Prioritizing engagement topics

04.1. Describe how you select priority engagement topics to raise with companies.

          This is done in consultation with the management and the other advisers.
        

04.2. Describe how you define the objectives and milestones of the engagements and how you involve your clients in this process.

          The objectives and milestones are defined on an individual basis from the beginning of the engagement and adjusted according to the interests of our clients.
        

04.3. Additional information [OPTIONAL]

          
        

AOS 05. Channels of engagement

05.1. Indicate what channels you use to engage. Tick all that apply and indicate the frequency with which you typically use the channels.

Engagement type

Frequency

Frequency

Frequency

05.2. Describe your typical execution method.

          Orderly due diligence, start of cooperation, continuous support in the advisory board
        

05.3. Additional information [OPTIONAL]

          
        

AOS 06. Accessing the appropriate teams when engaging with companies

06.1. Indicate from the options below the employee at the companies you typically engage with.

Employee level

Frequency

Frequency

06.2. Describe how you ensure the client’s rationale and engagement objectives are being communicated clearly to the company at the beginning and during the dialogue phase.

          transparent, targeted talks
        

06.3. Describe the escalation strategies you take (or suggest that your clients take) if the engaged companies are not responsive or become disengaged.

          Convincing argumentation in the advisory board, in extreme cases exit from the investment
        

06.4. Additional information [OPTIONAL]

          
        

AOS 07. Monitoring engagements

07.1. Indicate how you monitor the progress of engagements.

07.2. Describe how you typically decide what recommendations for next steps to give to clients.

07.3. Additional information [OPTIONAL]

          
        

AOS 08. Defining and measuring success

08.1. Describe how you define success when evaluating/reviewing engagements on ESG factors.

          improvements on ESG performance indicators
        

08.2. Describe how you measure success when evaluating/reviewing these engagements.

          review of ESG performance indicators on a regular basis
        

08.3. Additional information [OPTIONAL]

          
        

AOS 09. Companies changing practices/behavior following engagement (Private)


AOS 10. Engaging with policy makers and industry bodies (Private)


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