Stewardship


We regard stewardship as a key responsibility within our investment process. As a discretionary manager, we are responsible stewards of the capital our clients entrust to us.

Our approach to stewardship

We encourage better transparency, sustainability and corporate governance in our investee companies with the aim to reduce risk and provide long-term value for our clients.

Effective stewardship means actively monitoring investments, exercising ownership rights and constructively engaging and challenging on matters that can have a material impact on our client’s investments. We believe that companies conducting their business in a responsible and sustainable manner are more likely to succeed over time, benefiting both our clients and society as a whole.

Areas of focus

Active monitoring

We actively monitor and review the companies and third-party funds we invest in, as part of our investment process.

Environment, Social and Governance integration

Our Environmental, Social and Governance (ESG) values are integrated within our centralised investment process and help to inform investment decision-making.

Engagement

Where we identify ESG issues that could affect the long-term value of an investment, we will seek to engage with the company in question.

Voting

Company shares usually carry voting rights and as a responsible investor we use these rights to vote on items raised at general and extraordinary shareholders meetings, where appropriate.

UN Principles for Responsible Investment

We are proud to announce that we have signed the United Nations Principles for Responsible Investment (PRI).

Start your journey with Brooks Macdonald

Icon

Request a callback

We'll reach out to learn about your circumstances, goals and financial needs. Use the link below to request a no-obligation conversation.

Icon

Contact us

Call us on: 020 7499 6424
or email us at: [email protected]

Sign up for our latest news, insights and exclusive invitations.