© 2019 by Impactive Associates Ltd

Company number 10641308, registered in England. ​

STEWARDSHIP IN PRACTICE

FOR ASSET MANAGERS

WHAT'S IT ALL ABOUT?

 

Stewardship is about making sure that companies are operating in a robust and effective way, with structures that will ensure their long-term financial success. As an investment or sustainability professional, it is crucial that you develop the right skills and tactics to build constructive relationships with company management. This course is delivered by seasoned stewardship professionals, who will show how to use your vote as an investor most effectively, and how to confidently engage and influence company management at all levels.

WHO SHOULD ATTEND?

This course is designed for investment professionals including fund managers, analysts, ESG specialists and anyone involved in dialogue with investee companies.

 

TOPICS COVERED

  • Stewardship in the investment context

  • The materiality of environmental, social and governance (ESG) issues

  • Selecting engagement targets

  • Strategic and tactical considerations in stewardship

  • Developing in-house policies and processes

  • Collaborative engagement

  • Proxy voting across geographies

  • Market variations in corporate governance and shareholder rights

  • Monitoring and measuring impact

KEY LEARNING OBJECTIVES

Know your portfolio

  • Proactively identify ESG risks and opportunities

  • Understand materiality 

  • Create a plan and target the right companies

  • Enrich your research and analysis 

Get value out of proxy voting

  • Learn how to develop a high-quality voting policy

  • Plan effectively around a vote, not last minute

  • Maximise the use of your internal resources

  • Leverage the vote as a strategic tool 

Influence portfolio companies

  • Learn the art of influencing

  • Know who to speak with at companies and when

  • Build relationships strategically

  • Be confident at managing difficult conversations

Assess your impact

  • Learn how to capture key information

  • Systematically monitor engagement progress

  • Communicate your impact with key stakeholders

Your team is unique, and the training we provide is designed to meet your needs. We design customised in-company training to address your specific challenges and opportunities.

If you'd like to discuss this further, email us at training@impactive-associates.com

Want to bring it in-house?