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.

  • 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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  • 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.

    Read more
  • 20 minutes

    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.

    Read more

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.

Ceres

Ceres is a global investor engagement initiative focused on driving corporate action to address broad water impacts. Investors participating in this initiative engage large companies from four water-intensive industries to value and act on water as a financial risk, and drive the large-scale change needed to better protect water systems.