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.
Taiwan’s devastating drought shows the urgency of climate risk management
Sun Moon lake has become a symbol of Taiwan’s devastating drought, which over the past 18 months has threatened the lives and livelihoods. The drought in Taiwan raises two important consideration for investors and portfolio managers.