Effective stewardship requires close coordination between stewardship, investment, and research teams to ensure that engagement efforts support long-term value creation. This conversation guide is designed to facilitate cross-functional discussions around stewardship codes, investee engagement, ESG considerations, escalation processes, and long-term strategic alignment.
By encouraging more deliberate collaboration and clearer communication across teams, the guide helps organizations apply stewardship principles in a way that strengthens long-term decision-making and investor outcomes.
Governance | Toolkit
10 June 2019 - Effective stewardship is rooted in consistent engagement, thoughtful oversight, and a long-term approach to value creation. This checklist is designed to help stewardship, ESG, and responsible investing teams evaluate whether their monitoring, engagement, escalation, and governance practices are aligned with durable long-term outcomes.
Governance | Toolkit
10 June 2019 - Strong stewardship codes help establish a shared understanding of how investors can support sustainable long-term value creation through active ownership, engagement, and accountability.
