I offer specialist knowledge, over 20 years of experience and credibility with investors, companies and stakeholders.
I have undertaken numerous stewardship projects on social topics in addition to analysis of investor policies and practices. I also have a strong track record of identifying and responding to emerging issues.
Social factors currently lag behind environmental and governance issues in Responsible Investment in general and in investors’ stewardship activity specifically.
At the same time stakeholder interest in the area is increasing and regulators and policymakers are beginning to more tightly define their expectations.
The challenge for investors is to show they have not overlooked social factors either in their stewardship activity or their analysis.
ABOUT
Social factors currently lag behind environmental and governance issues in Responsible Investment in general and in investors’ stewardship activity specifically.
At the same time stakeholder interest in the area is increasing and regulators and policymakers are beginning to more tightly define their expectations.
The challenge for investors is to show they have not overlooked social factors either in their stewardship activity or their analysis.
I offer specialist knowledge, over 20 years of experience and credibility with investors, companies and stakeholders.
I have undertaken numerous stewardship projects on social topics in addition to analysis of investor policies and practices. I also have a strong track record of identifying and responding to emerging issues.
Services
Asset Owners
Thematic stewardship planning and delivery
Policy development on social issues
Analysis of service providers
Reporting
Training on social topics
Social data
Asset Managers
Thematic stewardship planning and delivery
Peer group analysis
Stewardship activity review
Policy review
Stakeholder engagement
Training on social topics
Social data
Examples
EXAMPLE 1
Thematic engagement on Freedom of Association and Collective Bargaining
Since 2022 I have been working with a group of investors to engage with companies operating in the US and elsewhere over their commitment to fundamental rights at work. This work has been successful in encouraging issuers to undertake reviews of their own practice and, I hope, will ultimately improve practice.
EXAMPLE 2
Pension fund RI policy analysis
I have undertaken a large-scale survey of European pension funds’ responsible investment policies to establish their approach to international labour standards.
EXAMPLE 1
Thematic engagement on Freedom of Association and Collective Bargaining
Since 2022 I have been working with a group of investors to engage with companies operating in the US and elsewhere over their commitment to fundamental rights at work. This work has been successful in encouraging issuers to undertake reviews of their own practice and, I hope, will ultimately improve practice.
EXAMPLE 2
Pension fund RI policy analysis
I have undertaken a large-scale survey of European pension funds’ responsible investment policies to establish their approach to international labour standards.