Stewardship Report

Welcome to our inaugural Stewardship Report. In this and future reports, we will set out to you – our clients – and the wider investment world the responsibilities, actions and developments we fulfil as asset owners on your behalf. Our belief is that it is our duty to you to carry out effective stewardship of your assets, whether that takes the form of exercising the right to vote attached to equity holdings or approaching companies directly to discuss matters worthy of attention. In part, this is a function that should be carried out in principle as asset owners; but beyond that basic criterion we also believe that investment returns can be improved for you by ensuring that suitable governance standards are upheld on investee companies. Click here to download the complete Stewardship Report for 2015 (PDF 0.7Mb, opens in a new window)  

Read our 2020 Voting Guidelines

As investors, we vote at company AGMs. It’s a responsibility we take seriously. Read the updated Voting Guidelines.

Read more

Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

Read more

Climate Change in a Covid-19 World

How climate change risks sliding down the political agenda due to COVID-19 and what investors can do about it.

Read more