All of our investment plans involve a level of risk and the value of your investments can go down as well as up. The level of risk will depend upon the underlying investments that you choose to hold in the plans. You need to be comfortable that you may not get back the original amount invested.
“Over the two decades we have run an ESG engagement programme, we have seen more and more companies come to the realisation that if they work together with investors, both sides can reap the benefits in terms of long-term performance.”
Engaging in emerging markets
Juan Salazar, Director in the Responsible Investment Team, discusses our engagement in the emerging market space with specific reference to the dairy industry.
Engagement gets teeth
The 2010s also saw greater attention being paid to the question: what happens if one-on-one engagement fails? Selling the holding was not always an attractive option, as it could mean losing influence and the opportunity for future dialogue. Investor engagement therefore matured to utilise escalation strategies to trigger corporate reaction – explore these below.
Find out more in our full report
20 years in focus
Our in-house data system records every instance of engagement with companies, with records going back to 2006.
Asia (ex Japan)
Board director(s), non-executives(s)
All data as at 31-Dec-19. Figures are subject to rounding and therefore may not equate to 100%. Milestones achieved are not guarantees of future engaged company, firm, or product performance.
Finding strength in collaboration
Whilst equities remain the most common asset class to apply an engagement approach to, the past decade saw rapid development of engagement elsewhere, including fixed income, private equity and real estate. Investor engagement also began to spread beyond developed markets as major investors increasingly recognised that these countries are highly exposed to ESG-related issues, such as climate change and corruption.
Discover the history of investor engagement