In our conversations with members we hear a lot about active management and stewardship. Here's another episode of CFA UK Professional learning focusing on just that.
If you have active management/stewardship experience, it will be great to hear from you on what you think makes a successful stewardship.
Valeria Piani, Head of Stewardship, Phoenix Group explains how her company practices collective stewardship – working with other companies to generate cumulative impact – and how you can join forces with other firms to accelerate transitions while finding common ground. Learn:
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What the role of stewardship can and should be in a climate investing strategy
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Why investment funds that operate on an outsourced basis must approach stewardship differently
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Why identifying the key issues you care about can underpin your engagement strategy
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The unique challenges of collective stewardship, such as starting engagement later in the engagement cycle
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Tools you can use to build your engagement strategy and communicate it with collaborators
Very often active stewardship sounds really great, but what are the caveats?
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Nadilsa Tavares
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