We’re delighted to launch our latest Annual Stewardship Report where you’ll find even more information about Castlefield's stewardship and engagement activities from the last year.
We hope this report demonstrates the importance of stewardship and engagement throughout Castlefield, and goes some way to explain why we’re known as the thoughtful investor ®.
As signatories to the UK Stewardship Code, the report closely follows the Financial Reporting Council's reporting requirements and covers a wide range of topics but is primarily designed to outline our approach to sustainable and responsible investment and how we use our role as active owners to reflect the values of our clients.
In the report you will find a summary of our first impact assessment, which has been conducted by an independent third party (Impact Cubed), to provide an external analysis of how our funds fared on metrics such as carbon efficiency, executive pay, and social and environmental good when compared to a relevant benchmark. You can also learn more about our net zero commitments, see how our holdings align to our positive investment themes, along with a number of case examples from investee firms at this link.