Engagement

Engagement is based on the concept of shareholders raising concerns directly with company management and boards in a constructive manner. The Commission believes that sustained and focused dialogue with companies can be an effective way for long-term shareholders to bring about positive change. Hermes Equity Ownership Services (EOS) engages with companies on behalf of the Fund. Engagement activities include:

  • Meeting with a company’s executive and non-executive directors;
  • Participating in initiatives with other investors; and
  • Submitting shareholder resolutions at general meetings.

Some engagements involve one or two meetings over a period of months while others are more complex and entail multiple meetings with different board members over several years. The Fund publishes a detailed summary of Hermes’ ongoing engagements on its website every quarter.

file is in PDF format Q4 2011 Engagement Report This document opens up a new window

file is in PDF format Q3 2011 Engagement Report This document opens up a new window

file is in PDF format Q2 2011 Engagement Report This document opens up a new window

file is in PDF format Q1 2011 Engagement Report This document opens up a new window

file is in PDF format Q4 2010 Engagement Report This document opens up a new window

file is in PDF format Q3 2010 Engagement Report This document opens up a new window

file is in PDF format Q2 2010 Engagement Report This document opens up a new window

file is in PDF format Q1 2010 Engagement Report This document opens up a new window

file is in PDF format Q4 2009 Engagement Report This document opens up a new window

file is in PDF format Q3 2009 Engagement Report This document opens up a new window

file is in PDF format Q2 2009 Engagement Report This document opens up a new window

file is in PDF format Q1 2009 Engagement Report This document opens up a new window

file is in PDF format Q4 2008 Engagement Report This document opens up a new window

file is in PDF format Q3 2008 Engagement Report This document opens up a new window









¹ Several countries restrict share trading during the shareholder meeting period. Some of Hermes EOS' voting instructions relating to companies from these markets may not have been executed if the Fund's investment managers anticipated selling the shares during the restricted period.