Jessica Ground, global head of ESG, explains how the three parts of our ESG process — investment frameworks, monitoring process, and engagement and proxy voting — naturally fit into The Capital System™ .
We have developed 30+ sector-specific investment frameworks that distill our thinking on material ESG issues, brought to life with 50+ data sources.
Cheryl Frank, portfolio manager, talks value creation and destruction in US health care.
Frank Beaudry, analyst, discusses how the investment frameworks help evaluate material ESG issues in the mining sector.
To complement our fundamental, bottom-up research, our monitoring process leverages multiple data providers and risk methodologies to surface market views of potentially material ESG risks.
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.
Low-rated companies are flagged for review. Investment analysts share their perspectives on the materiality of issues.
Flagged holdings are further scrutinized, with assessments drawing on a combination of a long-term view, engagement and analysis – never solely on monitoring results.
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.
Find real-world examples of stewardship, engagement and proxy voting.
Explore the latest research and insights in our ESG perspectives library.