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  1. Surveys
  2. 2017
  3. January
  4. S
  5. Stewardship
0%
Exit Survey
 
 
The purpose of this survey is to gain a greater understanding of your approach to proxy voting and corporate engagement.
The responses to this questionnaire will be used for the purposes of:  

a) updating your firm’s profile in our manager research database; and
b) preparing a general information paper on the survey findings for our clients. Individual manager names will not be published in any broad market research published by JANA, without prior authority sought in writing.      

Please answer the questionnaire with consideration to your flagship equities investment strategy. Where your firm manages a range of equities strategies for JANA clients, please complete separate questionnaires if the approach to proxy voting and engagement differ.
 
 
 
Firm Name:
   
 
 
 
Strategy Name:
   
 
 
 
Product Type
 
 
Contact Information
First Name : 
Last Name : 
Phone : 
Email Address : 
 
 
 
Where relevant, please provide details of any changes over the last six months to your investment process with respect to the evaluation of ESG issues and/or your ESG or similar policy.
   
Please provide details of any changes over the last six months to the specialist resources dedicated to ESG research, where relevant.
   
Please provide details of any changes over the last six months to external ESG research utilised by your organisation, where relevant.
   
Please provide details of any changes over the last six months to membership of responsible investment organisations, where relevant.
   
 
 
 
Please provide details of any investment decisions that have been influenced by ESG factors and/or any ESG trends across sectors within the portfolio over the past six months.
   
 
 
Which part of your organisation has responsibility for the following activities?
Portfolio Manager or Investment Team Corporate governance team Proxy Voting team Corporate Governance or Proxy Voting Committee Outsource provider Other N/A
Development of proxy voting process and policy
Determining how to vote on individual resolutions
Development of process and policy for corporate engagement activities
Undertaking corporate engagement
Reporting to clients on proxy voting
 
 
 
4. If you have a corporate governance and/or proxy voting team, please specify the size of team (in FTE)
   
Please provide a brief description of where the team sits in your organisational structure (i.e. does the team report to the COO, CIO, etc)
   
 
 
 
Do you use a proxy voting advisor?
 
Yes
 
No