Issue link: https://info.seic.com/i/1534862
ESG Engagement. SEI integrates environment, social and governance (ESG) principles across the investment life cycle through a combination of research, screening and stewardship. Our focus on stewardship means that SEI can make sure your wealth has a stronger impact on ESG issues and engages companies to help improve their ESG policies and practices. First Quarter 2025 Summary Thematic Cases by Category ■ Environmental 39.0% ■ Social 33.0% ■ Governance 28.0% Engagement Cases by Theme Biodiversity & Natural Capital 50 Cases Human Capital Management 50 Cases Net Zero 100 Cases Circular Economy 32 Cases Governance 60 Cases Yearly Engagement Summary Company Meetings Voted 3,245 Proposals Voted 40,538 Case Study Our voice as shareholders is meaningful to the companies in which we invest. SEI proactively engages company leadership and/or boards on your behalf to foster collaboration and productive dialogue on priority issues. K+S is a German agricultural chemical company which mainly produces fertilizer and salt and also works in waste disposal and recycling. Sustainalytics has been engaging with the company since 2020. Objective: Provide investors with consistent ESG disclosures and robust performance management across all material ESG issues. Additionally, the company should disclose a comprehensive climate transition plan with a clear decarbonisation roadmap. Key Outcomes: ● K+S updated its 2030 and 2040 emissions targets, aiming for climate neutrality by 2045 in line with Germany's net-zero commitment. ● The company is progressing steadily in executing its sustainability strategy, with improved disclosures and measurable outcomes. A case is defined as a specific instance of engagement with a company, a single company can have multiple cases. Source: Sustainalytics. Reflects data as of December 2024. Data reflects Sustainalytics' Global Standards Engagement program, material risk program and thematic engagement. Company totals may include companies not actively held in equity funds managed by SEI Investment Management Company, SEI Canada or SEI Investments Global Ltd during the period. 8