Stewardship

Engagement is a fundamental part of our stewardship approach. For core holdings, we engage with company management on high priority ESG issues as well as on issues that are the immediate subject of votes at general meetings.

We also partner with other aligned investors on specific issues through membership of initiatives such as Investor Forum and Climate Action 100+. We have partnered with BMO, which engages with some of our largest direct holdings on ESG issues using its Responsible Engagement Overlay (reo®) service. 

Our online facility, Vote Your Shares, enables our clients to vote on companies’ resolutions where they are the underlying beneficiary.

And for clients who choose for their investments to be managed in line with specific criteria, such as ethical issues, we facilitate their requirements using a recognised screening database.