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Seeking better outcomes through stewardship

Our firm’s leadership team believes financial stewardship, ESG integration, and informed, active ownership may improve investment outcomes for our clients.

Actively engaged across our investment platform

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

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17,500

Company meetings 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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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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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 maximize 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.

 

2023 Voting Guidelines 2023 Summary of Changes
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.

 

2023 Engagement Policy Stewardship Conflicts of Interest Policy
ESG integration philosophy

For many teams, ESG research is an input or investment lens to help assess the value of investments. The “weight” or prominence of this input differs based in large part on the ESG topic, the security type, and the team’s investment discipline and P&P.

Integration philosophy Ratings methodology
ESG quarterly research update

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

 

 

 

Research update
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