Voting

As investors in many companies, we have the right to vote on strategic issues such as executive pay, director nominations and political donations. We take the time to consider each resolution carefully and aim to vote on all the stocks we hold. In our view, voting is an integral part of being a thoughtful investor.

We’ve taken great care in developing our Corporate Governance and Voting Guidelines. The guidelines help us vote consistently over many hundreds of resolutions. They’re also an example of how we put our clients’ values into practice. For instance, we take a firm stance against companies making political donations and excessive executive pay. In addition, we vote against the re-appointment of auditors and directors if we think that they’re no longer independent.

We also publish our voting record in full, here. The record covers all votes for the year to 31 December 2022. 

Download the latest Annual Stewardship Report

Please download the latest Annual Stewardship Report using the link below.

This includes details of our Voting activity, along with our Thoughtful Investment approach, Impact Reporting, Stewardship, Engagement and a number of Case Studies.

Download Annual Stewardship Report

See How We Vote

View our historic Monthly and Annual Voting Records.

View Voting History

Latest news

 
Feb 09/02/2024
News

Encouraging environmental impact data through the CDP non-disclosure campaign

Castlefield participated in the CDP non-disclosure campaign for the third consecutive year, encouraging six companies to disclose their environmental impact data.

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Dec 20/12/2023
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Castlefield In The News - Winter 2023

This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in over Autumn and Winter 2023, with links to the original articles.

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Nov 30/11/2023
News

Castlefield becomes founding member of AdviserAction

Castlefield has become a founding member of AdviserAction - a group of advice firms looking to influence the sustainable policies of investee companies.

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Oct 11/10/2023
News

Castlefield Funds Sustainability Review 2023

The Castlefield Funds Sustainability Review 2023 includes an independent analysis of the ESG performance of our sustainable fund range and includes specific case examples of holdings and our positive investment themes.

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