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.
Drawing on global stewardship frameworks and investor input, the guide provides practical questions to support stronger investor-investee relationships, clearer accountability, and more intentional stewardship strategies across organizations.
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.
Governance | Toolkit
10 June 2019 - Effective stewardship requires close coordination between stewardship, investment, and research teams to ensure that engagement efforts support long-term value creation.
