FI holds meetings with company management as necessary to discuss issues FI feels are pertinent to analyzing the company or better understanding peers or relevant industry factors.
What we learn from these conversations is incorporated into our fundamental analysis. Our engagement policy describes how we identify and prioritize engagement opportunities, our approach to collaborative engagements, and how we manage conflicts of interest.
Quarterly Engagement Reports
Quarterly corporate engagement reports detail the number of engagements with companies in which we invest, their sector, a summary of events, and conclusions to provide insight, transparency, and clarity to the ESG vetting process.
View the available reports:
Proxy Voting: Differentiated Approach
We exercise our proxy voting rights and responsibilities with the assistance of an independent, third-party voting service. Our voting guidelines incorporate geographical variances because of differences in local norms of good governance, regional/local regulatory differences and listing requirements. In addition, institutional guidelines may be structured in accordance with custom sustainable investing standards, which are then communicated to our voting service by our back-office professionals.
To provide transparency about our stewardship activities, we post quarterly engagement and proxy voting reports to our website, which include metrics and detailed engagement examples.
Previous fiscal quarters’ proxy voting reports can be viewed below.
EU/EEA Equities Shareholder Engagement Policy
Our engagement policy is published in accordance with Shareholder Rights Directive II. Consistent with our shareholder engagement policy, please review the proxy voting reports provided on this page for the annual disclosure on how such policies have been implemented for the previous year.