Stewardship

To us, good stewardship is about looking after our clients’ savings as though they were our own — with good judgement and care. It’s also about being a responsible owner of the businesses we invest in.

  • 19 minutes

    Our engagement policy

    Our stewardship activities are an integral part of our approach to investment, being one of our three foundational principles.

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  • 9 minutes

    Our voting policy

    We regard shareholder voting as an important means of communicating with companies to promote good stewardship of our clients’ assets. This summary explains how we reach our voting decisions.

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  • 16 minutes

    SASB Report 2023

    This report reflects information and data for the year ended 31 December 2023.

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  • 74 minutes

    Climate Report 2023

    We are delighted to present our 2023 Climate Report. We hope it demonstrates our thinking, brings some of our engagement work to life and shows our commitment to this vital issue — both in our portfolios and in our own business.

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  • 147 minutes

    Stewardship Code Report 2023

    Engaging with companies and voting at company meetings are important parts of our investment process. This report sets out our activities in this area and how these align with the 12 principles of the UK Stewardship Code.

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  • 28 minutes

    Stewardship Report 2023

    Our activities, company engagment, and voting at meetings during 2023.

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2022 PRI Advance Endorser

Advance, the Principles for Responsible Investment’s initiative that seeks to advance human rights and positive outcomes for people through investor stewardship.

Nature Action 100

Nature Action 100 is a global investor engagement initiative focused on driving greater corporate ambition and action to reduce nature and biodiversity loss. Investors participating in the initiative engage companies in key sectors that are deemed to be systemically important in reversing nature and biodiversity loss by 2030.