Asset Manager Engagement Practices

It is becoming imperative for advisers to use their collective voice to make sure asset managers are engaging properly with companies they invest in. We are offering a set of suggested questions that you may wish to ask asset managers that you already have a relationship with.

The reason we are encouraging advisers to focus on engagement practices by asset managers are:

1. Engagement is arguably our most powerful lever. The planet is burning and people are suffering. Until we get more legislation to regulate global corporations, shareholder engagement by asset managers perhaps offers the best lever to motivate corporations to transition to a sustainable future.
2. Advisers need to show asset managers we notice engagement – to motivate them to raise their game. We need systemic change. Engagement practices vary considerably in quality between different asset managers. Advisers can advocate for higher standards and can hold asset managers to account, giving them the incentive to up their game.
3. Our voice is louder together. Individually you may not have the resources to do much. We’re mostly small companies. But together advisers can start to change the market, as a movement calling for change.

Take one simple action: As an advisor, you can start by doing one thing. Contact an asset manager you work with and ask about their engagement practices.

You can use the form below to get access to some questions which we think may be some of the most insightful ones to ask. By doing so, you will be joining with other advisers. We will keep in touch to update you on our collective action.