Partnering with clients and investees to build a better tomorrow

We’re committed to creating long-term value through engagement

Our duty as stewards of our clients’ capital has implications far into the future. That’s why we regularly partner with stakeholders to encourage improved transparency and sustainable practices in pursuit of minimizing risks and maximizing returns for our clients.

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Our Engagement Activity

We believe that partnership and engagement, over exclusion, remain central to good stewardship, as it allows us to consider a fuller investment universe. Engagements are based on meaningful dialogue to improve disclosure or change behavior related to material ESG risk and opportunity. In 2022, we initiated or updated 760 engagements with 477 entities. Over 540 of these engagements were new. Engagements below were recorded by our public equities and public fixed income platform.
Engagement Interactions & Topic
Engagements Initiated
2022 Engagement: Current Status
Engagement Objective