Engagement Process 101: Objectives, Strategy, and Prioritization
Engagement has evolved from primarily a focus on fact-finding and utilization of voting rights to working closely with issuers and other stakeholders to set expectations and help develop strategies to tackle many of the challenging issues currently facing our societies. Today it’s about advancing your fiduciary duty to clients and beneficiaries by ensuring proper governance of assets, balancing both financial as well as social and environmental objectives.