Articles

We believe that investment has the power to grow and protect money in a way that benefits society.
Furthermore, because wealth creation at society's expense is likely to be ephemeral, sustainable companies make better investments. Our stewardship philosophy is built on three pillars:

• A robust, thematic, global investment process focused on long-term value drivers
• Active engagement with the companies we invest in and considered voting, to drive positive change on your behalf
• Policy outreach where we believe we can play a positive role in shaping markets and regulation

Our stewardship work and our thematic investment philosophy draw on each other. Our five megathemes mean we invest in long-term trends that have the power to improve societal welfare. We want to invest in ways that drive positive change, so we integrate ESG factors into our fundamental analysis.

In 2020, the UK Stewardship Code came into effect, setting higher stewardship standards for asset managers, asset owners, and service providers. We are delighted to be a signatory for three years running and our latest report explains how we comply with the Stewardship Code on behalf of our clients.