1.
We start by conducting sustainability research.
Partnering for sustainable financial strength
We approach progress with a focus on value
We believe that by working together with others, we can become more efficient and drive longer-term value creation for our stakeholders.
Purpose and Vision
Our purpose is to support our clients through life’s milestones, being there when needed to help build strong, financially secure, enduring futures.
Our investment approach
When approaching investment, we believe that by managing sustainability risks and opportunities, we’ll be better able to deliver resilient and stable returns over the long term.
Sustainability and stewardship considerations form a part of our holistic investment decision-making process. So that we can meet the strategic objectives of our stakeholders over appropriate time horizons, this process involves balancing financially material sustainability and financial factors, and takes both current and future needs into account.
Our long-term view
We believe the best way we can provide value is by taking a long-term view in our investment decisions and keeping things simple.
The Stewardship Code
We’re proud that both Canada Life Asset Management and Canada Life Limited have been awarded UK Stewardship Code signatory status. Learn more about our stewardship activities here.
Our sustainability beliefs
We recognise that a company’s ability and willingness to address how it impacts, and is impacted by, sustainability issues can have an important influence on its long-term financial performance. We also understand the effects – both positive and negative – that our investment decisions can have, in a highly interconnected world, on people, society, and the environment.
As such, sustainability considerations and stewardship are relevant to our approach to managing risk and achieving our clients’ long-term investment goals.
Our responsible investment 4-step process
2.
We consider our findings in our investment decision-making process.
3.
By effectively stewarding the assets entrusted to us, we aim to create long-term value.
4.
We monitor and report to help deliver good client and customer outcomes.
Responsible investing and our Stewardship Reports
Find out more about our responsible investment process and stewardship activities across asset classes, including equities, fixed income, property, and real estate finance.
Discover more
Governance
We place importance on good governance throughout our business and implement processes to monitor and assess our performance.
Voting
We see our voting rights as valuable assets in serving our stakeholders’ best interests.
Engagement
We engage with investee companies to promote business models necessary to sustaining value over the long term.
Policies and reports
Learn more by viewing our policies and reports relevant to stewardship.
Case studies
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Voting on an assessment of Amazon workers' freedom of association and collective bargaining rights
Here, we voted on an assessment of Amazon workers' freedom of association and collective bargaining rights.
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EnBW – a collaborative engagement leading to future disclosures
Building on our focus area in power generators, a German utility issuer was identified through our engagement and prioritisation framework under the climate thematic workstream.
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McDonald’s – voting on antibiotic use within the supply chain
Antimicrobial resistance is a global issue with negative impacts on human health.
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Engagement on the risks of generative AI to bank security systems
During the course of 2023, as commercial developments in AI continued to gather pace, governments and companies sought to keep up with, and strike a balance between, the technology’s commercial and societal risks and its opportunities.
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Vattenfall – An individual engagement leading to collaborative engagement
Vattenfall is a state-owned utility company in Sweden that has ambitious targets to become fossil-free by 2040.
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Alphabet – voting on executive compensation packages
In June 2023, Alphabet Inc put forward an advisory (non-binding) shareholder vote to ratify its executive officers’ compensation package.
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Walmart - Fixed Income and Equity collaborative engagement activity
Walmart is a strong investment grade issuer that has defensive properties because it operates in the consumer non-cyclical sector.
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Exercising our rights and responsibilities - Fixed income
A consent solicitation where we were not involved in an Investment Association Committee
