Stewardship
As a responsible investor Quilter Cheviot is committed to our role as steward of our clients’ assets to protect and enhance long-term returns – we call this active ownership. As part of our duty, we monitor and engage with companies on matters such as strategy, performance, risk, capital structure, and corporate governance, including culture and remuneration.Our approach to stewardship
Explainer video
Stewardship priorities 2023
Stewardship is a central pillar of Quilter Cheviot’s responsible investment approach. 2023 will be a critical year in driving forward our engagement priorities, whether that is holding high emitting companies to their interim decarbonisation targets or understanding how UK companies will begin to implement new recommendations on gender balanced boards. Here we outline our priorities for the year ahead and a review of our 2022 activities.
Stewardship report
As Quilter we are a signatory to the UK Stewardship Code. In order to be a signatory, we submit a report that outlines our stewardship activity on behalf of our customers. Stewardship includes engagement with the companies and funds we invest in, using our voting rights and the consideration of environmental, social and governance factors within investment decision making.
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
Collaboration
As part of Quilter plc, Quilter Cheviot is a signatory of the United Nations’ Principles for Responsible Investment, which is a global, investor led, initiative to promote and support the integration of ESG considerations into investment research and ownership practices. As part of Quilter plc, we are a signatory to the UK Stewardship Code 2020.
We are also members either through Quilter plc, or in our own right of several formal or informal groups which may facilitate collaboration with other investors, including:
Thematic engagement
We have three themes which help inform our thematic engagement work: climate change, human rights and natural capital. Additionally, we undertake thematic engagements focused on governance matters.
Shareholder engagement policy
This is Quilter Cheviot’s response to the Shareholder Rights Directive (SRD II) requirements regarding shareholder engagement.
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