Full-service Engagement
Building the administrative apparatus to engage with all relevant companies within one’s investment portfolio on specific ESG controversies and themes is a multi-faceted and resource-intensive task.
Our Full-service Engagement aims to provide all the support you need to exercise active ownership in line with recommendations by international and national guidelines such as the OECD Responsible Business Conduct for Institutional Investors and the Danish Guidelines for Responsible Investments and Active Ownership.
This solution offers five components to meet your essential engagement needs:
- Formulating a responsible investment and engagement policy based on your investment strategy and interests
- Conducting due diligence on your investment portfolios to flag all controversial companies that can be considered for an engagement twice per year
- Carrying out the bi-annual engagement dialogues with companies you have selected from the due diligence results following the ESG Engagement and/or Thematic Engagement methodology
- Helping you prepare the reporting to your beneficiaries and stakeholders on the outcome and progress of engagement bi-annually
- Providing any additional advisory services to meet your specific needs, e.g. dialogues with your asset managers on the engagement progress (see also Engagement Advisory)
Investor benefits
An easy-to-implement solution covering the essential engagement needs of your existing investment activities
Saving in-house capacity by gaining from the expertise of an independent, professional engagement service provider
Compliance with national and international guidelines on active ownership