Stewardship & engagement
As responsible stewards of our clients’ capital, engagement with companies and policymakers is a vital part of our role.
The aim of our stewardship activity is to protect our clients’ interests, the value of their investments, and enhance the investable opportunities. We also apply stewardship activities to improve the sustainability outcomes of our clients’ investments, as we believe that supporting a more equitable and sustainable world is aligned with our long-term fiduciary duty to clients.
Taking an active approach to stewardship is a core part of our service to our clients and complements how we manage investments.
Our tools and methods for engagement reflect the most appropriate yet effective approach given EQ’s investments are predominantly managed through the selection of externally managed collective investment vehicles (funds). Our stewardship strategy is updated annually.
Stewardship plan 2025
Our active approach to engagement is a core part of our service. It’s an effective lever to bring about positive social and environmental outcomes. There are five main components to our stewardship strategy:
Our strategic themes
Themes add value, are financially material, relevant to our holdings and client views. Examples include:
