Corporate engagement – with companies that form part of the public equity and corporate fixed income holdings of our clients to seek positive change for our clients, the companies and the societies in which they operate.
Public policy & market best practice engagement – with legislators, regulators, industry bodies and other standard-setters to shape capital markets and the environment in which companies and their investors operate.
Intelligent voting – recommendations that are, where practicable, engagement-led and involve communicating with company management and boards around the vote to ensure that our rationale is understood by the company and that recommendations are well-informed and lead to change where necessary.
Portfolio screening – we help our clients to fulfil their stewardship obligations through monitoring their portfolios to regularly identify companies that are in or near breach of international norms and conventions.
Advisory services – we work with our clients to develop their responsible ownership policies, drawing on our extensive experience and expertise to advance their stewardship strategies.