Principle 7 - How we report on stewardship to our clients
We recognise the importance of being accountable to our clients and their advisers on stewardship and voting activities. We aim to provide transparency on our stewardship activities through our regular client reports and other information reported publicly online.
Our segregated pension fund clients receive quarterly reports detailing how we have voted their shares and, upon request, we provide our clients with customised reports on our engagement activities. On occasion, our engagement with investee companies may relate to matters which are confidential and disclosure of our engagement activity may be counterproductive or harm our clients' best interests. In such exceptional circumstances, confidentiality is paramount to achieving the stewardship objective and therefore, the engagement is not reported to our clients until it is appropriate to do so.
In addition to the reports described above, we provide full transparency of our voting activity on our website which is available publicly. We also publish an annual review of our governance and stewardship activities, which provides an account of how we have fulfilled our stewardship responsibilities. The latest Annual Review can be found here.
We also produce an ESG Investment Quarterly report and White Papers on topical environmental and social issues, which include examples of research and engagement.
We are aware of the importance our clients and their advisers attach to our stewardship activities, including the effective operation of our engagement and voting processes. Therefore, we obtain appropriate independent assurance over the policies and procedures which underpin our stewardship policy statements. If you are an existing or prospective customer and would like to read our independent auditor's opinion, please contact us at firstname.lastname@example.org and we will be happy to provide a copy.