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Stewardship Matters – Edition 6: Navigating Change

The ongoing evolution of the stewardship environment has impacted expectations from clients, market practices, regulation, and our own activities. Our latest edition looks at how to navigate the fast pace of change.

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Date published
20 Apr 2022
David Sheasby Head of Stewardship, Sustainability and Impact
John Gilmore, CFA Portfolio Manager, Impact Equities/ Stewardship, Sustainability and Impact Specialist

Welcome to Edition 6 of the STEWARDSHIP MATTERS magazine, our regular review of Martin Currie’s work in the stewardship and ESG space, and our insight into future trends.

We have specifically focused on the important topic of reporting and regulation, and how we as investors are navigating the fast pace of change that is occurring in this space.

Topics covered include:

  • An overview of the significant changes in Stewardship regulation over the past year.
  • Lessons from EU’s green regulatory that can be applied globally.
  • Our own evolution in ESG resourcing, ESG-focused client reporting and Article 8-accredited Fund range.
  • Read the full edition here

This edition of Stewardship Matters also accompanies the recent publication of our 2022 Annual Stewardship Report.

This detailed report provides further insight into our business, the importance of stewardship, and examples of how this has been incorporated in our investment process and stewardship activities over the past 12 months.

Please also visit our Annual Stewardship Report for detailed statistics on our purposeful engagement and proxy voting activities in calendar year 2021.

As we look forward to 2022 and 2023, we recognise that there is a lot more that is likely to change. As an asset manager we have been careful to consider the implications for our business and ensure the right structures and resources are in place to meet these challenges.

Regulatory information and risk warnings

This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

Past performance is not a guide to future returns.

The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

Please note the information within this report has been produced internally using unaudited data and has not been independently verified. Whilst every effort has been made to ensure its accuracy, no guarantee can be given.

The information provided should not be considered a recommendation to purchase or sell any particular strategy/fund/security. It should not be assumed that any of the security transactions discussed here were or will prove to be profitable.

The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.