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ESG Disclosure & ReportingGovernance

2020 UK Stewardship Code

The responsible allocation, management, and oversight of capital to create long-term value for clients and beneficiaries, leading to sustainable benefits for the economy, the environment, and society

Principles of the UK Stewardship Code

The 2020 version of the UK Stewardship Code includes principles such as:

  1. Purpose and Governance: Institutional investors should disclose their purpose, investment beliefs, strategy, and governance mechanisms.
  2. Investment Approach: They should manage conflicts of interest to put the best interests of clients and beneficiaries first.
  3. Engagement and Voting: Investors should engage with companies to maintain or enhance the value of assets and should exercise their rights and responsibilities.
  4. Integration of Stewardship and Investment: The integration of stewardship responsibilities into investment decisions.
  5. Collaboration with Others: Investors should, where necessary, work with other stakeholders to improve the governance and management of investee entities.
  6. Reporting on Stewardship Activity: Regular and transparent reporting on stewardship activities and outcomes is essential to accountability.