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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

    JPM53026_Stewardship_Website_Cards_850x240_FINAL_plain_1

    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



    Download the 2021 stewardship report     Download the 2020 stewardship report

    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

    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

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