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.

  • 27 minutes

    Stewardship Report 2023

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

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  • 41 minutes

    Climate Report 2022

    Aiming to give our clients and other stakeholders a better understanding of how we consider climate-related risks and opportunities in our investment decisions.

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  • 14 minutes

    SASB Disclosure

    Transparency is part of our effort to ensure our company operates responsibly. We started reporting against the Sustainability Accounting Standards Board (SASB) standards for the first time in 2021.

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  • 146 minutes

    Stewardship Code Report 2022

    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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  • 20 minutes

    Stewardship Report 2022

    Stewardship report 2022 Engaging with companies and voting at company meetings are important parts of our investment process. Our stewardship report sets out our activities in these areas in 2022.

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  • 6 minutes

    Voting Policy

    We consider shareholder voting to be an important means of communication with companies. Learn how we approach voting on behalf of our clients.

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  • 114 minutes

    Stewardship Code Report 2021

    For the 12 months from 01 January 2021 to 31 December 2021.

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  • 19 minutes

    Stewardship Report 2021

    Stewardship report 2021 Engaging with companies and voting at company meetings are important parts of our investment process. Our stewardship report sets out our activities in these areas in 2021.

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  • 9 minutes

    Stewardship Report 2020

    Engaging with companies and voting at company meetings are important parts of our investment process. Our stewardship report sets out our activities in these areas in 2020.

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  • 5 minutes

    Stewardship and Engagement Policy

    Learn how we approach stewardship and engagement and how this helps us deliver real returns for our clients.

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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.