The role of our stewardship activities is to deliver two key objectives:
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 engagement activity:
Appropriate details of goals based on thorough research.
Clear desired outcomes and expected steps and timelines.
Identified, prioritised, monitored and recorded appropriately.
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.
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).
These typically take the form of:
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