Welcome to Edition 9 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 look at the importance of a systematic approach to engagement and voting to promote better governance and sustainability practices at companies, and help fulfil our client ambitions.
In this edition, we cover:
- In order to achieve the greatest impact, why it is important for the investment teams themselves to conduct systematic engagements focused on materiality;
- Why formally tracking engagements can both increase our success rate, and provide greater transparency to investors;
- Active engagements undertaken by our investment teams seeking to achieve positive change at companies;
- How we communicate engagement activities to clients specific to their portfolios;
- The evolution of impact investment and why authenticity is key in 2023.
"As long-term investors, engagement and voting can make a meaningful difference. To achieve the greatest impact, engagement and voting is done by those carrying out sustainability analysis and making investment decisions: our investment teams."
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.
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Some of the information provided in this document has been compiled using data from a representative account. This account has been chosen on the basis it is an existing account managed by Martin Currie, within the strategy referred to in this document. Representative accounts for each strategy have been chosen on the basis that they are the longest running account for the strategy.
This data has been provided as an illustration only, the figures should not be relied upon as an indication of future performance. The data provided for this account may be different to other accounts following the same strategy. The information should not be considered as comprehensive and additional information and disclosure should be sought.
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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.
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