Engagement highlights

The following section presents examples of active and closed engagements undertaken throughout the year. We have chosen these examples to showcase the range of topics we might engage on with issuers, how our focus will differ depending on geography and asset type, and the variety of outcomes that might result from an engagement. The content relates to material issues discussed at a point in time and, as such, the examples are not intended to present a full suite of issues that we discuss with issuers over the time horizon of our investments.

An engagement is considered closed where we have either achieved our stated objective, concluded that further influence is unlikely to be effective, or incorporated any residual risk into our investment decision-making. Where progress is limited, we consider escalation tools consistent with our stewardship approach.

Spotlight on

Our Engagement Hub

In our 2024 report, we announced the development and implementation of our Engagement Hub, a proprietary system that provides a firmwide view of the details and status of engagement objectives. This enables investment teams to record engagement priorities, anticipated timelines, desired outcomes and track progress throughout the lifecycle of engagements.

Over the last 12 months, we have continued to roll out the Engagement Hub, which has improved transparency and collaboration across the investment floor and facilitated better coordination of our stewardship activities. Over time, we expect to leverage the information in the hub further to support more focused and insightful client reporting on progress against engagement objectives.