Decoding Effective Stewardship, Recommendations for Impactful & Data driven Stewardship

Why and How to Effectively Engage with Portfolio Companies

WHITEPAPER

Why and How to Effectively Engage with Portfolio Companies

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    Increase in ESG Engagement

    There has been an increase in “noise” around ESG in recent years and, in the same vein, there is now more ESG engagement between investors and companies than before.
    Let’s take a look at some information and statistics from Russell Investments’ 2021 Annual ESG Manager Survey:

    • Asset managers continue to increase their engagement activities.
    • 90% of the respondents include ESG discussions in meetings with senior management of the companies they invest in.
    • 35% of the respondents claimed they always include ESG discussions, compared to just 21% in the 2018 survey response.
    • Conversely, the respondents who rarely or never include ESG discussions declined to 9%, compared to 20% in 2018.

    WHAT TO EXPECT

    This white paper covers

    Optimise engagements with your portfolio companies

    Introducing the Engagement Tracker, an intuitive dashboard to facilitate efficient investor-investee engagement

    ET dashboard

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