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.
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.
Authors
Gemma Woodward
Executive Director & Head of Responsible InvestmentI 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 a member of the Investment Oversight Committee within Quilter Cheviot and I am a member of a number of industry groups focused on responsible and sustainable investment.
Greg Kearney
Senior Responsible Investment AnalystGreg'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 AnalystResponsible 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.