Calendar Year 2021
The number of ESG engagements with portfolio companies*
The percent of total ESG engagements conducted by meeting/call
How often we raised an ESG issue during a management meeting**
The number of meetings we voted
The number of environmental ("E") and social ("S") shareholder proposals
How often we supported E&S shareholder proposals, up from 18% in 2018
Source: Burgundy research
*Includes ESG engagement via meeting, call, letter, email, and proxy vote.
**In 2021, Burgundy conducted over 1,000 company meetings. Approximately 630 were considered one-on-one while the others were in a group setting. One-on-one meetings are conducted by a Burgundy Portfolio Manager and/or Investment Analyst with the management team or investor relations of the company. An “ESG issue” is either an environmental, social, and/or governance (ESG) factor as defined by Burgundy’s approach to ESG.