Sustainable Investment Report Q3 2023
A snapshot of our voting and engagements from the third quarter, as well as details on active ownership in practice and our insights on topics including physical risks in the apparel supply chain and how our insurance linked-securities team analyse climate risk.
Andy Howard, Schroders Global Head of Sustainable Investment:
Active ownership continues to be a key pillar of our strategy by which we create long-term value for our clients. This quarter we surveyed over 350 companies to understand how we can make our engagement most effective. As we head into the final quarter of the year, we also reflect on voting trends from 2023. Unsurprisingly, both environmental and social resolutions are becoming increasingly prominent on agendas, and we look at our approach to analysing the shareholder resolutions tabled.
We often collaborate with thought-leaders to produce investment-driven insights on the most material themes. This quarter, we co-authored two pieces of research, one focused on the value of human capital, and a second piece which was a successful collaboration with the team at Cornell University ILR on the prevalence of physical risk in apparel supply chains.
Over the past year, we have intensified our focus on impact investing. We mark our one-year anniversary of being a signatory to the Operating Principles for Impact Management (Impact Principles) with our external impact verification.
Furthermore, in this report, we take a look into the environmental performance of the UK water sector, AI and sustainability, as well as the work being undertaken in Schroders Capital on investing in climate insurance and how our Insurance-Linked Securities team analyse climate risk.
Voting and engagement at a glance
Our active ownership statistics from the quarter
Active ownership in practice
Effective engagement: what does it look like in practice?
The 2023 voting season in review
Human capital management: how people are our greatest asset
Looking through murky waters
AI revolution: what are the impacts?
Higher ground? Physical risk in apparel supply chains
How we're investing to insure vulnerable communities against the impacts of climate change
How we look at climate change in Insurance-Linked Securities
Our impact journey - huge progress; growth ahead
This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.
This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.
All data contained within this document is sourced from Cazenove Capital unless otherwise stated.