Engagement
We engage with investee companies to promote business models necessary to sustaining value over the long term.
Engaging to sustain long-term value
We keep up to date with major structural trends shaping the economy, markets, and assets to guide the focus of our engagement, based on the needs of our stakeholders and where we believe action can make a difference to either the attractiveness of our investments or their associated risks.
Our engagement policy and annual Stewardship Report can be found in our Policies and reports section. For examples of our engagement, please see the below case studies or download our Stewardship Report.
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
