Governance and Active Ownership

It’s vital that we have integrity and transparency in how we operate, building trust in both our business and sector. As an investor, this is what we expect of investee companies and it is our focus operationally.

To meet the needs of our clients and key stakeholders, and create benefits for the economy, society and environment, we focus on these core areas:

Our Sustainable Investing principles. We put Active Ownership and ESG considerations at the heart of:

Our investment process

we integrate and appraise ESG factors in our investment process, with the aim of generating the best long-term outcomes for our clients

Our client journey

we clearly define how we act in our clients' interests in delivering our stewardship and ESG principles and transparently report on our actions to meet those interests

Our investment activity

we actively take steps as stewards to deliver long-term, sustainable value consistent with our clients' objectives

Our corporate influence 

we actively advance policy, regulation and industry standards to deliver a better future for our clients, the environment and society

Further reading

Sustainable Investing: Our approach

Considering principal adverse impacts

Engagement Policy (2023)

It’s vital that we have integrity and transparency in how we operate, building trust in both our business and sector. As an investor, this is what we expect of investee companies and it is our focus operationally.

Our quarterly report provides a summary of our company engagement and voting activities.

Voting is an important aspect in the stewardship of our clients’ capital. When we engage with companies, we expect them to meet fundamental responsibilities in the areas of human rights, labour, the environment and anti-corruption. Our voting for or against management decisions is guided by this approach.