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    1. Investment stewardship

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    Investment stewardship

    Investment-led, expert-driven

     

    Responsible stewardship

    Stewardship is the responsible allocation, management and oversight of capital to seek to create long-term value for clients. We are committed to our stewardship responsibilities: active engagement with the companies in which we invest, exercising our voice as a long-term investor in industry participation and proxy voting. We harness our influence to encourage positive corporate change and industry developments that benefit our clients.

    Focusing on key priorities

    We have identified six main investment stewardship priorities that we believe are the environmental, social and governance (ESG) issues that pose the most significant long-term risks and opportunities to our investments. Together with related sub-themes, these priorities provide a structured and targeted framework for engagement with the companies in which we invest.

    Take a deeper dive into our key priorities

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    Governance

    Companies that get their governance right tend to get other sustainability issues right.

    Find out more
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    Strategy alignment with the long term

    We believe long-term thinking leads to sustainable business models.

    Find out more
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    Human capital management

    Effective management of human capital is critical to an engaged and productive workforce.

    Find out more
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    Social stakeholder engagement

    Generating sustainable returns requires managing the interests of suppliers, customers and communities.

    Find out more
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    Climate change

    Climate change is a risk that investors cannot afford to ignore.

    Find out more
    Natural capital and ecosystems

    Natural capital and ecosystems

    The prospects of business hinge on the future of nature.

    Find out more

    Stewardship roles and responsibilities

    More than 1,000 investment professionals around the world work in close collaboration with our investment stewardship team, combining specialist insight and longstanding company relationships with dedicated stewardship expertise and guidance.


    Find out more about stewardship governance and oversight

    Research-powered engagement

    Engagement is integral to our investment processes across asset classes. Research into companies, macroeconomic drivers, sectoral factors and ESG themes drives our engagement and enables us to intervene proactively before risks are realised and opportunities missed. Our engagement approach is founded on four building blocks.

    Intentionality

    We are determined to act in the best interests of our clients by encouraging investee companies to be focused on responsible allocation of capital and long-term value creation.

    Materiality

    We strive to understand how factors impacting sustainability are financially significant to companies over time, acknowledging differences in the regions, cultures and organisations in which we invest.

    Additionality

    We focus on strategic issues that are most urgently in need of our involvement to alter the status quo.

    Transparency

    We are clear about the stewardship work we do and take steps to be transparent to our stakeholders as we expect our investee companies to be to their own.

    Through the three pillars of our Enhanced Engagement Program, we aim to drive meaningful change at investee companies that most require our time and attention.

    • Focus list: Companies in our equity and/or corporate credit portfolios to which we have meaningful investment exposure and where our research has identified financially material ESG issues.

    • Thematic projects: Engagement initiatives on specific themes – aligned with our five stewardship priorities – targeting a broader number of investee companies on the same set of issues.

    • Reactive engagements: Controversies, norms breaches and issues arising from the proxy voting process that require reactive engagement.

    Engagement in 2021


    Engagement activity statistics for 2021

     


    Engagement success case studies

     


    Proxy voting

    We vote shares held in our clients’ portfolios based on our reasonable judgement of what will best serve the long-term interests of our clients, in accordance with the legal standards applicable to the particular client account.

    We have comprehensive proxy voting policies and guidelines in each region, consistent with law and expectations of good governance practices in these different locations.


    Proxy voting statistics for 2021



    Investment Stewardship Report

    Investment Stewardship, Asia ex Japan – 2022 Q4

    Investment Stewardship, Asia ex Japan – 2022 Q3

    Investment Stewardship, Asia ex Japan – 2022 Q2

    Investment Stewardship, Asia ex Japan – 2022 Q1

    Investment Stewardship, Asia ex Japan – 2021 Q4

    Investment Stewardship, Asia ex Japan – 2021 Q3

    Investment Stewardship, Asia ex Japan – 2021 Q2

    Investment Stewardship, Asia ex Japan – 2021 Q1

    Investment Stewardship Report – 2021

    Investment Stewardship Report– 2020


    Policies and commitments

    Global proxy voting guidelines

    Our objective is to vote in a prudent and diligent manner, in the best interests of our clients.

    Read the guidelines

    Asia ex Japan Quarterly Stewardship Report

    We maintain a clear record of our proxy voting and engagement activities.

    View our report

    Governance & Stewardship

    Principles of Internal Governance and Asset Stewardship for Australia.

    learn more

    Voting record

    We provide a transparent overview of our voting activities.

    See how we voted

    Conflicts of interest

    Find out how we identify and monitor potential conflicts of interest.

    Understand our approach

    Sustainable investing statement

    Learn about our sustainable investing approach and resources.

    Download the statement

    External engagement and proxy voting policy

    Read our principles and priorities for corporate engagement and voting of proxies.

    Read more

    Further reading

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    ESG integration

    We systematically assess financially material ESG factors in our investment decisions, across asset classes and regions.

    Find out more
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    ESG-focused funds

    We offer a broad range of sustainable investing funds designed to align with our clients’ financial goals and values.

    View the funds
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    Climate change

    Climate factors represent the biggest source of risk and opportunity for investors in the decades to come.

    See our approach
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    Sustainable insights

    Our insights explore the implications of ESG risks and opportunities for investors.

    Learn how

    This is a marketing communication. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://am.jpmorgan.com/global/privacy. This communication is issued by the following entities: In the United States, by J.P. Morgan Investment Management Inc. or J.P. Morgan Alternative Asset Management, Inc., both regulated by the Securities and Exchange Commission; in Latin America, for intended recipients’ use only, by local J.P. Morgan entities, as the case may be; in Canada, for institutional clients’ use only, by JPMorgan Asset Management (Canada) Inc., which is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon and is also registered as an Investment Fund Manager in British Columbia, Ontario, Quebec and Newfoundland and Labrador. In the United Kingdom, by JPMorgan Asset Management (UK) Limited, which is authorized and regulated by the Financial Conduct Authority; in other European jurisdictions, by JPMorgan Asset Management (Europe) S.à r.l. In Asia Pacific (“APAC”), by the following issuing entities and in the respective jurisdictions in which they are primarily regulated: JPMorgan Asset Management (Asia Pacific) Limited, or JPMorgan Funds (Asia) Limited, or JPMorgan Asset Management Real Assets (Asia) Limited, each of which is regulated by the Securities and Futures Commission of Hong Kong; JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K), this advertisement or publication has not been reviewed by the Monetary Authority of Singapore; JPMorgan Asset Management (Taiwan) Limited; JPMorgan Asset Management (Japan) Limited, which is a member of the Investment Trusts Association, Japan, the Japan Investment Advisers Association, Type II Financial Instruments Firms Association and the Japan Securities Dealers Association and is regulated by the Financial Services Agency (registration number “Kanto Local Finance Bureau (Financial Instruments Firm) No. 330”); in Australia, to wholesale clients only as defined in section 761A and 761G of the Corporations Act 2001 (Commonwealth), by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919). For all other markets in APAC, to intended recipients only. For U.S. only: If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Copyright 2022 JPMorgan Chase & Co. All rights reserved

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    All investments contain risk and may lose value. This advertisement or publication has been prepared and issued by JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) being the investment manager of the fund. It is for general information only, without taking into account your objectives, financial situation or needs and does not constitute personal financial advice. Before making any decision, it is important for you to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. Prior to making an investment decision, investors should read the relevant Product Disclosure Statement and Target Market Determination, which have been issued by Perpetual Trust Services Limited, ABN 48 000 142 049, AFSL 236648, as the responsible entity of the fund available on https://am.jpmorgan.com/au.