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Reflections on the proxy voting season – Q1 2022

Date: 20 April 2022

The first quarter of the year is always relatively quiet on the AGM and voting front, however from a responsible investment perspective it was still a busy period. Quilter produced its first TCFD (Task-force for Climate-related Financial Disclosures) report . This involved significant input from the responsible investment team particularly in regard to providing climate metrics for our core models and funds. Last year, as Quilter, we became one of the first wave of signatories to the 2020 Stewardship Code and this is an annual process, so we have been working hard on a report for 2021 which will be available soon.

Climate action is one of our core themes across responsible investment, as part of this Greg Kearney, Senior Responsible Investment Analyst, has undertaken engagements with the highest carbon emitting companies within our holdings to understand their climate transition plans and what good looks like. This will be an ongoing process and you can read more about this within the report. Following our COP26 event, back in November, we have reflected further on what progress was made and this report includes some thoughts on where we are and where we need to be. Finally, we are developing our climate action plan across our operations and investments – the details may be found in this statement.

Voting and Engagement – Q1 2022

Read more on the objectives and outcomes of our engagements and votes over the last quarter.

View the full report

Responsible investment

At Quilter Cheviot we see responsible investment as a process that analyses ESG data to help inform investment decisions and to ensure that all relevant factors are accounted for when assessing risk and return.

Find out more about Responsible investment

The value of your investments and the income from them can fall and you may not recover what you invested.