Stewardship
To us, good stewardship is about looking after our clients’ savings as though they were our own — with good judgement and care. It’s also about being a responsible owner of the businesses we invest in.
 - Climate Report 2024Read PDF- We are delighted to present our 2024 Climate Report. We hope it demonstrates our thinking, brings some of our engagement work to life and shows our commitment to this vital issue — both in our portfolios and in our own business. 
 - Our voting policyRead more- We regard shareholder voting as an important means of communicating with companies to promote good stewardship of our clients’ assets. This summary explains how we reach our voting decisions. 
 - Our engagement policyRead more- Our stewardship activities are an integral part of our approach to investment, being one of our three foundational principles. 
 - SASB Report 2024Read PDF- This report reflects information and data for the year ended 31 December 2024. 
 - Stewardship Code Report 2024Read PDF- Engaging with companies and voting at company meetings are important parts of our investment process. This report sets out our activities in this area and how these align with the UK Stewardship Code. 
 - Stewardship Report 2024Read more- Our activities, company engagment, and voting at meetings during 2024 
Collaborative engagements

2022 PRI Advance Endorser
Advance, the Principles for Responsible Investment’s initiative that seeks to advance human rights and positive outcomes for people through investor stewardship.
Ceres
Ceres is a global investor engagement initiative focused on driving corporate action to address broad water impacts. Investors participating in this initiative engage large companies from four water-intensive industries to value and act on water as a financial risk, and drive the large-scale change needed to better protect water systems.