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Our approach to stewardship
Explainer videoStewardship priorities 2026
Stewardship is a central pillar of Quilter Cheviot's approach to responsible investment. Our three thematic priorities are: climate change, human rights and natural capital. Here we outline our priorities for the year ahead.
Stewardship report
We are signatories to the UK Stewardship Code, to maintain our signatory status we submit an annual Activities and Outcomes report to the Financial Reporting Council each April.
Voting disclosure
In line with the requirements of the Shareholder Rights Directive II, we share all our voting on behalf of our discretionary clients for the past twelve months and will continue to add quarterly reports of our voting activity. This does not include client-instructed voting.
Voting and Engagement
Responsible investment annual report - 2023
Responsible investment quarterly - Q4 2023
If you would like a copy of historical reports, please email: marketing@quiltercheviot.com
Collaboration
As part of Quilter plc, Quilter Cheviot is a signatory of the United Nations' Principles for Responsible Investment and to the UK Stewardship Code.
Quilter Cheviot is an active participant in a number of industry groups and collaborative networks which include:
Disposable disclosures: consumer goods and single use plastics
Voting at the margins: Every vote counts
Sustainable Opportunities: Making a splash
Greening algorithms: Artificial Intelligence and emissions
Capitalising on Climate Opportunity
Indexing active ownership: How index trackers deliver stewardship
Slipping through the net: third party managers and net zero ambitions
Class inequality: the disparity between share ownership and voting power
Our expectations for investment trust Boards: Phase three
Safety is no accident: occupational health and safety practices
Our expectations for investment trust Boards: Phase two
Investing in diversity disclosure
Defending data: Cyber security and critical infrastructure
Succession: evaluating board tenure in the EU
The elephant in the room: The exodus of US managers from Climate Action 100+
Woods for the trees: How companies are responding to EU Deforestation Regulation
Taking the temperature: Assessing progress on climate transition plans
Shareholder engagement policy
This is Quilter Cheviot’s response to the Shareholder Rights Directive (SRD II) requirements regarding shareholder engagement.
Shareholder Rights Directive II - 1 July 2026 - 31 July 2026
Shareholder Rights Directive II - 1 June 2026 - 30 June 2026
Shareholder Rights Directive II - 1 May 2026 - 31 May 2026
Shareholder Rights Directive II - 1 April 2026 - 30 April 2026
Shareholder Rights Directive II - 1 March 2026 - 31 March 2026
Shareholder Rights Directive II - 1 February 2026 - 28 February 2026
Shareholder Rights Directive II - 1 January 2026 - 31 January 2026
Shareholder Rights Directive II - 1 December 2025 - 31 December 2025
Shareholder Rights Directive II - 1 November 2025 - 30 November 2025
Shareholder Rights Directive II - 1 October 2025 - 31 October 2025
Shareholder Rights Directive II - 1 September 2025 - 30 September 2025
Shareholder Rights Directive II - 1 August 2025 - 31 August 2025
Shareholder Rights Directive II - 1 July 2025 - 31 July 2025
Shareholder Rights Directive II - 1 April 2025 - 30 June 2025
Shareholder Rights Directive II - 1 January 2025 - 31 March 2025
Shareholder Rights Directive II - 1 October 2023-30 December 2023
Shareholder Rights Directive II - 1 July 2023 – 30 September 2023
Shareholder Rights Directive II - 1 April 2023 – 30 June 2023
Shareholder Rights Directive II - 1 January 2023 – 31 March 2023
If you would like copies of historic reports, please email: marketing@quiltercheviot.com
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