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Better outcomes through stewardship

We believe that via financial stewardship, ESG integration, and informed, active ownership we can improve investment outcomes for our clients.

Actively engaged across our investment platform

By actively engaging with issuers and exercising our voting rights, we aim to enhance the value of our client investments over the long term.

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17,500

Company engagements with 4,500 public-market issuers in 97 countries
5,000+

Companies for which we voted proxies
39%

General meetings at which we voted against at least one resolution

*Data as at calendar year 2021

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Stewardship and ESG integration

Annual sustainability report

Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world and remain committed to continuous improvement and internal education.

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Sustainable finance disclosure regulation (SFDR)

The EU SFDR is a regulation designed to help investors understand the level of sustainability that financial products have.

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Our approach to stewardship

Our investment-led approach is a key component of our engagement and escalation process. We vote proxies in ways we believe will maximise the economic value of our clients’ holdings long term, and we encourage companies to hold a high bar for ESG to enhance both their resiliency and profitability.

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Proxy voting

Disclosure

On a quarterly basis, we disclose details of our voting decisions.



Voting disclosure
Guidelines

Our voting guidelines set out our general stance on material issues that may come up in the context of our voting as engaged owners.
 

Guidelines
Policy and Procedures

Our voting policy and procedures sets out our approach to proxy voting including how we manage potential conflicts of interest and effectively discharge our responsibilities.

Policy

Engagement and ESG integration

Engagement policy

Our culture of deep research and meaningful two-way dialogue with company management is at the heart of our engagement philosophy. We encourage transparency to assess and influence risks and opportunities for an issuer.

2022 Engagement Policy Stewardship Conflicts of Interest Policy
ESG integration philosophy

We believe ESG criteria should be weighed appropriately to inform investment decision making. We integrate the analysis of ESG factors into our investment and risk-management processes firmwide.


Integration philosophy Ratings methodology
ESG quarterly research update

Members of our ESG Research Team share brief insights on current research topics each quarter. We also provide an update on our ESG engagement and proxy voting activity in the quarter.


Research update
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