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Stewardship

Stewardship objectives

The role of our stewardship activities is to deliver two key objectives:

  1. Ensure we meet the standards required for our customers.
  2. Promote a well-functioning investment market over the long-term.

To meet these objectives, we systematically identify and prioritise our engagement activity with the funds in which we invest. Our engagement activity is research based so that specific outcomes can be targeted, measured, and tracked.

We consider the following three characteristics as essential components of our engagements.

We consider the following three characteristics as essential components of our engagement activity:

Specific

Appropriate details of goals based on thorough research.

Structured

Clear desired outcome and expected steps and timelines.

Systematic

Identified, prioritised, monitored and recorded using central systems.

Our stewardship objectives


1. Ensure we meet the standards required for our customers.

This objective requires good stewardship to be fully integrated into our investment process. This includes detailed due diligence and research of a fund’s responsible investment practices, in line with our responsible investment tier framework.

We work actively in collaboration with our manager research and operational due diligence teams to identify where engagement is required and communicate with managers as required.

2. Promote a well-functioning investment market over the long term.

This objective requires a stewardship approach that focuses on broader risks and opportunities.

We monitor the regulatory landscape and research the most material themes emerging to inform and develop our thematic priorities (climate change, human rights, and natural capital).

Diagram of thematic priorities

These typically take the form of:

  • Thematic and regulatory integration
  • Collaborative engagements
  • Endorsements and participation

Quilter advocacy and memberships

 

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