Conversation Guide for Stewardship Teams

For stewardship teams to connect with counterparts in investment research and portfolio management about the long-term potential of stewardship codes

Stewardship codes can help investors articulate their guiding principles and enhance long-term value creation for beneficiaries. Increasingly, asset owners and asset managers alike are dedicating real resources to implementing stewardship codes — including the central tasks of monitoring key metrics and regularly engaging with investees. These responsibilities can rest with centralized stewardship teams or become a shared responsibility across departments.

Drawing on the expertise of our members, FCLTGlobal has compiled this conversation guide to help stewardship, proxy voting, responsible investing, and environmental, social, and governance (ESG) teams collaborate with their counterparts in portfolio management and investment research to apply stewardship codes in a way that advances long-term thinking.

Investee Communication
ESG Considerations and Stakeholder Perspectives
Long-Term Alignment