Cheryl Frank, portfolio manager, talks value creation and destruction in US health care.
Frameworks in action: Mining
Frank Beaudry, analyst, discusses how the investment frameworks help evaluate material ESG issues in the mining sector.
How we identify, evaluate and assess
We use multiple data providers and risk methodologies. Flagged holdings receive additional scrutiny.
Identify risk Review corporate and sovereign holdings against multiple third-party data sources, where data is available, to identify material ESG risks and violations of international norms.
Evaluate Low-rated companies are flagged for review. Investment analysts share their perspectives on the materiality of issues.
Assess issuer Flagged holdings are further scrutinised, with assessments built on a long-term view, engagement and analysis.
Want more on monitoring?
Learn how our process works in the real world.
ENGAGEMENT AND PROXY VOTING
Deep analysis on hard-to-measure ESG issues
As one of the world’s largest active managers, we have long-standing relationships with company management that allow us to have meaningful dialogue about managing material ESG risks and opportunities.
Our investment group had 20,000+ company engagements in 2021, including many where ESG topics were discussed.
Investment professionals partner with our stewardship team to ensure companies hear consistent messages.
ESG engagement goals and discussion outcomes are documented to measure progress.
Our dedicated team analyses each proxy with final outcomes decided by investment professionals.
Case studies and more
Find real-world examples of stewardship, engagement and proxy voting.