Responsible Investment Solutions | For professional investors/qualified investors only

Introducing®
reo
Our Responsible Engagement
Overlay service

Columbia Threadneedle Investments

Introducing
reo®
Discover how our Responsible
Engagement Overlay service(reo®) can help you to advanceyour responsible investment
strategy, wherever you are on
your journey.

Help drive positive change
Successful engagements often take a long time andrequire an ongoing, dedicated resource. This canbe difficult for individual organisations to maintain.
Choose reo®to delegate your active ownership to us– we’ll engage companies and vote on your behalf tohelp manage Environmental, Social and Governance(ESG) risks and seek sustainable opportunities.

$1.1trnreo®client assets under engagement,pooled into one powerful voice withsignificant weight behind it to promote
positive change*

22

Gain access to subject matter
experts

year track record** of engagement,
and a clear sense from experience ofwhat good engagement looks like

Enjoy the expertise of our dedicated engagement andvoting analysts, who are specialists on a diverse rangeof ESG issues, sectors and geographies, and are
involved in multiple industry collaboration projects andpublic policy work.

45+

Become a responsible market
participant
Use our reporting to manage stakeholders and meet
regulatory requirements.

members in our Responsible Investment team,with the skills to support your active ownershipstrategy.
*Refers to externally managed client assets. Source: Columbia Threadneedle
Investments, as at 30 June 2022.
**Reflects the experience of a group of legal entities whose parent company isColumbia Threadneedle Investments UK International Limited and that formerly
traded as BMO Global Asset Management EMEA. These entities are now part ofColumbia Threadneedle Investments which is the asset management business ofAmeriprise Financial, Inc.

Introducing reo®

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Be a part of our holistic engagement
programme
Our global engagement programme is structured around sevenhigh-level themes encompassing environmental, social andgovernance issues of most relevance to investors, and moregranular subthemes within each. We also cover the followingsectors, which each face a unique set of ESG-related risks andopportunities:
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Consumer discretionary
Consumer staples
EnergyFinancials
Healthcare
Industrials
Information technology
Materials
Telecommunication services
Utilities

Chosen in consultation with you
We incorporate your views into our engagement
programme through our Client Consultation. Uniqueto reo®, each year we give you the opportunity tovoice your ESG thematic engagement priorities– and use the results to determine our thematicengagement and related project work for the year.

All aligned with the Sustainable
Development Goals (SDGs)
We align our engagement to the 17 SDGs and the169 underlying targets – a globally recognised andambitious set of targets that provide a consistent
way to articulate sustainability.

We engage companies in both developed and emerging
markets across the globe. Our Responsible Investment teamincludes a range of nationalities with different language skills
that strengthens the effectiveness of our company engagement
by enhancing our understanding of the context and environment
in which the companies operate and the challenges they face.

3Columbia Threadneedle Investments

Engagement project

examplesBelow are examples of recent engagement
projects that were chosen with reo® clients’preferences in mind.

Coal phase-out
Lead analyst: Vicki Bakhshi

Industry:

Theme:

Director, Responsible
Investment analyst

Materials, Utilities

Climate Change

Lead analyst: Tenisha Elliott

Industry:

Theme:

Associate, Responsible Investment analyst

Social Audit
Assurers & Cross
SectorHuman rights

Marcus Wilert

Industry:

Theme:

Vice President, Responsible Investment
analyst

Cross-sector

Environmental
Stewardship

Links to SDG goals:

Social audit assurance
Links to SDG goals:

Protecting biodiversity
Links to SDG goals:

Recording engagement progress
When a company improves its ESG practices following our engagement, werecord this as a milestone and include it in our reporting. We align these to theSDGs and organise them from a one to three star rating, depending on our viewof the significance of the positive change made.
4Introducing reo®

Engagement reinforced by proxy voting
A key tool within our engagement escalation strategy, voting
against management on key resolutions sends a clear signal
to companies about our expectations. Our specialist Corporate

Governance team works with ISS to deliver a comprehensive voting
programme, structured on a regional rather than sectoral basis toreflect local nuances in company law and best practice codes.

You can expect:

Coverage of 25
market/regionspecific voting rules

An experienced
team who play
active roles in global
industry groups
with expertise on
governance andrelated public policy
issuesTailored policy
options

Reporting and resources
Conducting active ownership activity
is one thing; reporting progress isanother. We understand the importanceof comprehensive and transparent
reporting, and offer access to a quality
suite of content and our online reo®
Partner Portal.

The opportunity tovote differentially

Detailed voting andengagement reports
with vote comments

Responsible Investment Solutions | For professional investors only

Responsible Investment Solutions | For professional investors and qualified investors only

Notice of our voteposition for highprofile issues

CLIENT CONFIDENTIAL

reo®

engagement
reportClient XYZ Confidential – 2nd Quarter
2022Enabling stewardshipfor over 20 years

ESG VIEWPOINT
ESG VIEWPOINT
Nature as an ally: tackling theclimate-nature nexus
At a glance
We need all the tools at our disposal to tackle climate change. Have we been
neglecting the most powerful of all – nature itself?

This includes, but is not limited to:
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Client-tailored quarterly reportingfor engagement and voting
Our annual review and outlook ofthe overall reo® programme
UN PRI reporting assistance
Corporate governance guidelines
Thought leadership content
Company site visits andengagement participation

Harry AshmanVice President
Responsible Investment

Climate action has seen a surge of support in recent years. Meanwhile, the severityof nature loss is widely accepted but has, until recently, remained in climatechange’s shadow as a subject of political and commercial concern.
Discover how becoming Net Zero and Nature Positive are interdependent challenges
with mutual benefits.

Issued March 2022

1Left: example of thought leadership content.
Right: example of an annual engagement priorities outlook.

Log into the Partner Portal to accessyour reports and content, and explore:

Company engagement
Engagement projects
Engagement case studies
Records of milestones

5

Contact us
clientsupport@columbiathreadneedle.com
columbiathreadneedle.com

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