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Our stewardship objectives
The role of our stewardship activities is to deliver two key 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).
These typically take the form of:
- Thematic and regulatory integration
- Collaborative engagements
- Endorsements and participation
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 outcomes and expected steps and timelines.
Systematic
Identified, prioritised, monitored and recorded appropriately.
Stewardship reporting
Quilter is a signatory to the UK Stewardship Code. We retained our signatory status in 2025. In line with the revised Stewardship Code 2026, we have published two disclosures: a Policy and Context document, outlining our overarching stewardship approach and policies, updated every four years; and an Activities and Outcomes report, detailing our stewardship actions and impact over the previous year.
Voting disclosure
In line with the requirements of the Shareholder Rights Directive II, we are fully transparent on our voting activity and publicly disclose our voting activities on our website on a monthly basis, in addition to producing an annual voting report.
Quilter advocacy and memberships
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