Sustainable investment through action

Leaders in helping people and institutions positively influence change while achieving their financial goals

As part of a global enterprise, we encourage companies to develop resilient strategies, think longer-term and consider all their stakeholders. We are committed to leadership, transparency and consistency in sustainable investments, a commitment that runs throughout the global organization. We also work towards changing wider market standards, policies and regulations to make the financial system more sustainable. As part of our holistic approach to sustainable investing, we ensure our decisions, influence and products are focused around three important criteria:

Stewardship

Engaging with some of the world’s largest companies, driving change and raising standards

Embracing positive corporate stewardship by actively voting proxies to promote sustainable business activities

Solutions

Designing solutions that reflect clients’ investment goals and values

Using our global analytical expertise to construct strategies and solutions that reflect a client’s preference for certain investment themes

Integration

Incorporating sustainability factors into company and security valuation

Ensuring a security’s value adequately compensates for key risks/opportunities as they relate to the probability of default

Our approach to stewardship

As active proponents of the benefits of stewardship codes, we aim to improve the quality of stewardship and ownership across the markets in which we invest. We endorse and adhere to the ISG Framework’s Principles for the US market. In addition, we help promote the long-term success of companies in such a way that the ultimate providers of capital also prosper. Effective stewardship benefits companies, investors and society as whole.

Theme-based

Long-term themes identified by Legal & General
Quantitative and qualitative solutions
Focused engagement
Direct consequences

Regional

Stewardship developments and ESG score
Focused engagement and consistent voting
Market change through advocacy
Collaboration to amplify impact

Individual companies

Strategy
Financial and non-financial performance
Capital structure
Sustainability risks

Transparency

Voting Disclosures

We are committed to a transparent approach in the exercise of our stewardship activities. We disclose the details of our vote instructions on a per-meeting basis, with the rationale provided for all votes cast against management.

Active Ownership and Climate Impact Pledge

Our Active Ownership Reports shows how we engage with companies and policymakers, and how we push for positive change for our clients and the world. Our Climate Impact Pledges outlines our global efforts to help companies limit carbon emissions. Please contact us for copies of these reports.