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Active Stewardship is what sets us apart from others

To us, stewardship and sustainability and financial returns are fundamentally intertwined.

Stewardship is a critical element of our philosophy and is at the heart of all of our investment strategies. We have been a leader in all aspects of stewardship and sustainability since 2009, when we became an early signatory to the UN-supported Principles for Responsible Investment (PRI).

We have been consistently rated highly by the PRI and were one of the first asset managers to sign up to the ambitious new UK Stewardship Code.

Active Stewardship is what sets us apart from others

To us, stewardship and sustainability impacts and financial returns are fundamentally intertwined.

Stewardship is a critical element of our philosophy and is at the heart of all of our investment strategies. We have been a leader in all aspects of stewardship and sustainability since 2009, when we became an early signatory to the UN-supported Principles for Responsible Investment (PRI).

We have been consistently rated highly by the PRI and were one of the first asset managers to sign up to the ambitious new UK Stewardship Code.

Investment team

of investment team

Dedicated stewardship and sustainability resources

integrated governance

of AUM

Assets with integrated governance and sustainability analysis

NZAMI

of AUM

NZAMI committed

PRI

Latest PRI rating*

*Source: Principles for Responsible Investment (PRI) January 2024

Focused

Our teams have a clear focus on sustainable outcomes. To achieve the greatest impact, governance and sustainability analysis, engagement and voting should, in our view, be conducted by those making investment decisions rather than being outsourced.

Supported

Supported by our dedicated Stewardship, Sustainability & Impact team, our investment teams are best positioned to take a fully informed view of the sustainability risks, opportunities and impacts that companies face or create.

Focused

Focused

Our teams have a clear focus on sustainable outcomes. To achieve the greatest impact, governance and sustainability analysis, engagement and voting should, in our view, be conducted by those making investment decisions rather than being outsourced.

Supported

Supported

Supported by our dedicated Stewardship, Sustainability & Impact team, our investment teams are best positioned to take a fully informed view of the sustainability risks, opportunities and impacts that companies face or create.

Stewardship insights

  • Stewardship Annual Report 2024

    We’ve evolved our approach to stewardship over the last two decades. 2023 has seen the launch of our first social impact strategy, progress on our climate and diversity goals and greater recognition for our investor-led model from the PRI.

    Date published
    1 May 2024
    Tag
    Stewardship Matters
  • Stewardship Matters – Edition 12: The path to Net Zero

    This edition focuses on the path to net zero and provides an update on the progress being made by our investment teams and the outcome of our Australian conference on sustainability, on our Pathway to 2030.

    Date published
    18 Mar 2024
    Tag
    Stewardship Matters
  • Improving Society

    Impact Report 2023

    The inaugural Impact Report for the Improving Society Strategy - through an culmination of an enormous amount of careful work to create a robust measurement and reporting process.

    Date published
    21 Dec 2023
    Tag
    Improving Society Strategy

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Heritage

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