If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Active monitoring
We actively monitor and review the companies and third-party funds we invest in, as part of our investment process.
What we monitor
The specific characteristics we monitor include, but are not limited to:
- Financial and operational performance
- Quality and credibility of strategy
- Capital structure
- Reporting transparency
- Leadership effectiveness
- Environmental, Social and Governance (ESG)
Responsible investment policy
Responsible investment policy
We review company information, including the financial statements and the research conducted by our proxy-voting service provider. We also meet with companies that we are significantly invested in to improve our understanding of their business, their strategy and their commitment and approach to ESG values.
The desired outcome of this thorough monitoring activity is to reduce our risk, improve investment performance and ensure our clients' best interests are maintained.
Where to start
Request a consultation
If you have any questions or would like to get in touch, submit a callback request, and our team will contact you as soon as possible.
Get in touch
Call us on 020 7499 6424 or email us at [email protected]
