FHL Stewardship Report 2024
In 2024, the world experienced its warmest calendar year on record, with average global temperature exceeding 1.5°C above its pre-industrial level for the first time. This milestone year also saw a series of extreme weather events, including record-breaking heatwaves, droughts, wildfires, and hurricanes in the US, and storms and flash flooding in Europe, Brazil, and […]
The battle for critical minerals
As demand for electric vehicles and other clean technologies accelerates, the race to secure supplies of lithium, nickel and cobalt is intensifying. These minerals are deemed ‘critical’ for the transition to a low carbon economy, but with China currently dominating critical mineral processing, other countries are scrambling to catch up. Investors and companies also need […]
Investor stewardship priorities for India
India remains a popular emerging market for investors, with listed companies in sectors such as financial services, technology, and manufacturing. EOS has been engaging with Indian companies, policymakers and standard-setters for over a decade, and in recent years we have seen improvements in certain governance areas. However, there are some specific stewardship challenges within the Indian […]
When will alternative fuels take off?
Companies are increasingly exploring the potential of low-carbon fuels, seeing them as an attractive ‘plug in’ solution to some of the challenges associated with the energy transition. On the surface, alternative fuels appear to help companies continue with business as usual, sometimes without the need to wait for the build out of costly new infrastructure. […]
Public Engagement Report Q1 2025
Fast reading Biofuels, hydrogen and sustainable aviation fuel are seen as potential low-carbon alternatives to fossil fuels, although some drawbacks must be addressed. The race to secure supplies of lithium, nickel, cobalt and other critical minerals to support the low-carbon transition is intensifying, exposing companies to new risks. Biofuels, hydrogen, and sustainable aviation fuel have […]
The evolution of investor stewardship
Fast reading Stewardship must be carried out in line with the long-term financial interests of the investor, considering all relevant performance factors, including social and environmental when material. To engage effectively with a company, stewardship professionals need to bring a solid understanding of how the business works, as well as a familiarity with the market […]
EOS Annual Review, 2024
Fast reading Human rights engagements in high-risk regions Measuring the success of 20 years of engagement Q&As with engagers on natural resource stewardship and AI Case studies on Carrefour, Dominion Energy and AstraZeneca The world breached 1.5°C of warming for the first time in 2024, with major hurricanes in the US and flash flooding in […]
Case study: Canadian Imperial Bank of Commerce
Background In June 2008, the Truth and Reconciliation Commission of Canada (TRC) was established to document the history and lasting impacts of The Indian Residential Schools (IRS) system. The IRS is a source of intergenerational trauma in Indigenous communities. Throughout the approximately 150 years that these schools operated in Canada, they created and left behind […]
TSMC engagement case study
Background TSMC is the world’s largest contract manufacturer of semiconductor chips and plays a critical role in enabling a range of established and emerging technologies. Since listing on the Taiwan Stock Exchange in 1994, the company has established a leading position in semiconductor manufacturing process technology and has delivered strong long-term returns for shareholders. Since […]
Baidu: engagement case study
Background Founded in 2000 as a search engine, Baidu adopted artificial intelligence in 2010 to enhance content discovery and is now a leading Chinese AI company, with products and services that reach over a billion devices monthly. We have been engaging with Baidu on AI and digital rights since 2019, when we first encouraged the […]
