Corporate Engagement

Corporate Engagement

Corporate engagement serves as a crucial mechanism for assessing how the companies within our investment portfolios are handling key environmental, social, and governance (ESG) issues. Given the diverse global landscape of our investments, we prioritize engagement that spans various geographies, sectors, and market capitalizations. This proactive approach not only helps us ensure that our investments align with responsible practices but also fosters meaningful dialogue with companies to promote sustainable growth and positive change.

Top-Down and Bottom-Up Factors

We believe that investors focused on responsible investment can greatly enhance their outcomes by embracing a comprehensive process that balances both top-down and bottom-up factors. By integrating ESG analysis at multiple levels—country, sector, and individual security—we align with clients’ investment objectives and ESG policies, significantly increasing the potential for strong performance while advancing global environmental and social progress. Additionally, our corporate engagement initiatives form a vital part of our fundamental analysis, allowing us to address and clarify any concerns surrounding ESG issues proactively
 
FI actively engages with company management through meetings to discuss key issues that are essential for a comprehensive analysis of the company, as well as to gain insights into its peers and the broader industry landscape. The knowledge we gather from these discussions is integral to our fundamental analysis, enriching our understanding and enhancing decision-making. Our engagement policy outlines our systematic approach to identifying and prioritizing these opportunities, collaborating on engagements, and effectively managing any potential conflicts of interest, ensuring a balanced perspective that combines both top-down and bottom-up factors.

Thorough, Ongoing Review

In addition to our primary engagement channels, we conduct a thorough and continuous review of our holdings, ensuring that we promptly address any ESG concerns that may arise in relation to a company’s operations. Our proactive approach allows us to engage with management whenever necessary, regardless of where the company is based globally. Nearly all our engagement opportunities stem from five key sources, enabling us to stay informed and responsive to evolving issues while fostering sustainable practices across diverse markets.

 
  • Client ESG priorities
  • Proprietary top-down assessment of relevant ESG issues
  • Ongoing portfolio management
  • Proxy voting activities
  • Collaborative engagement initiatives