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    1. Investment stewardship

    JPM53533_SI_report_ESG_Stewardship_2800x900px

     

    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 proxy voting. As an active asset manager, we encourage companies to develop and adopt practices to manage their risks and create long-term value for 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

    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.


    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 principles:

    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 in order to deliver better long-term return to our clients.

    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 six Investment Stewardship Priorities – targeting a broader number of investee companies on the same set of issues.

    • Reactive engagements: Corporate actions, notable events, major developments, controversies, norms breaches and matters arising from the proxy voting process that require reactive engagement.

    Engagement in 2022


    Engagement activity statistics for 2022

     


    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 2022



    Download the 2022 stewardship report     Download the 2021 stewardship report


    Investment Stewardship, Asia ex Japan Report

    Investment Stewardship, Asia ex Japan – 2023 Q2

    Investment Stewardship, Asia ex Japan – 2023 Q1

    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


    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

    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

    ESG integration

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

    Find out more

    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

    Climate change

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

    See our approach

    Sustainable insights

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

    Learn how

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