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Reflections on the proxy voting season - Q3 2021

Date: 13 October 2021

Stewardship Code 2020

The quarter brought the welcome news that as part of Quilter plc, we became one of the first wave of signatories to the 2020 Stewardship Code.

Quilter Stewardship Report 2020

Voting in action

From 1 July 2021 voting began on our discretionary holdings in the US and Europe. Since we began voting in March 2017 our voting universe has increased by 350%. The third quarter is always quieter, compared to the previous AGM heavy period, and the focus for a number of our engagements were follow up conversations particularly with chairs of investment trusts.

Voting and Engagement – Q3 2021

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


Gemma Woodward

Executive Director & Head of Responsible Investment

I lead the responsible investment team at Quilter Cheviot working to ensure that we act as stewards of our clients’ assets in order to protect and enhance their long-term returns. I am also a member of the central charity team working with charities to define and implement an investment strategy and asset allocation that meets the charity’s requirements. In my role as director of responsible investment, I work to ensure that we act as stewards of our clients’ assets in order to protect and enhance our clients’ long-term returns.

Greg Kearney

Senior Responsible Investment Analyst

Greg's role is to ensure Quilter Cheviot act as stewards of our clients’ assets in order to protect and enhance long-term returns. A significant part of his work is engaging with companies and funds to better understand how they assess environmental, social and governance risks.

Nicholas Omale

Responsible Investment Analyst

In my role as Responsible Investment Analyst, I assist with thematic research and thought leadership, manage the reporting on voting and engagement and develop dashboards for environmental, social and governance (ESG) research integration.

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