Set up a voting policy
PhiTrust’s shareholder engagement program provides support to investors wishing to set up a voting policy for their portfolio investments:
- Analyse the current dominant voting policy issues in similar organisations
- Review the dominant voting policy issues as they align with the investor’s own values and mission
- Prospective analysis of the voting policy’s sensitive issues based on each company’s real constraints
- Set up an internet-based voting platform with Proxinvest
- Set up the necessary analytical tools to review those resolutions put forward by companies
- Continuous support to shareholder throughout AGM process
- Follow-up and impact measurement of the implemented voting policy (voting policy report, recommendations to improve existing voting policy…)
This program can be adapted to each investor’s personal strategy and mission.
