Responsible Engagement Research summary

Responsible Engagement Research update

Following on from the information we published last month, I am delighted to report we have had a couple of extra responses to our ‘Responsible Engagement’ survey.

There was a wealth of really interesting information in the responses we received.

These tables are intended to be a useful summary for advisers who are looking to offer advice to clients who they may consider to be either keen to ‘encourage positive change’ ‘or a bit ethical’ – as these are probably the major characteristics of individual investors who are interested in this field.

The tables show the asset types to which engagement applies – and high level descriptions of some of the main issues the managers engage with companies on.

The tables can be used to work out, for example, a selection of fund managers who run UK equity funds and regular discuss directors pay or environmental concerns with all the companies they hold…

Knowing the fund names is however over to you… the adviser (pending our extending our research in due course!)