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Segal Marco Advisors

Service Providers Framework 2020

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 and how you involve your clients in this process.

          Engagement priorities are decided on a collaborative basis depending on the client's interests, expertise and capacity.
        

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 goal setting are determined at the outset when formulating an engagement plan in collaboration with the client.
        

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

Frequency

Frequency

05.2. Describe your typical execution method.

          Submission of a shareholder proposal followed by a dialogue with appropriate company representative.
        

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

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.

          Clients participate in the engagement.
        

06.3. Describe the escalation strategies you take (or suggest that your clients take) when the engagement objectives are not achieved.

          Proxy voting is a tool available to clients when engagement has not moved the needle.
        

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.

The engagement process is collaborative and we are in regular communication on next steps.

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.

          We measure the outcome against our goals.
        

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

          The outcome is either corporation adoption of the policy; partial adoption, or no adoption. We view the first two outcomes as a success.
        

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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