Seeking to effect positive change to deliver long-term, sustainable value
What is investment stewardship?
Investment stewardship means the responsible oversight of capital that we allocate on behalf of our clients in order to generate sustainable benefits for the economy, the environment and society.
This involves engaging with the companies in which we invest, to address risks and opportunities – both company-specific and market-wide.
At the same time, the Investment Stewardship team works with regulators, policymakers and our industry peers to tackle systemic issues.
Our team exercises voting rights globally across LGIM’s active and index funds, holding companies to account on the issues that matter most to our clients. These range from climate change to board independence and diversity.
Stewardship themes
Climate
Keeping 1.5C° alive
Nature
Supporting a world that lives in harmony with nature, recognising the value of natural capital
People
Improving human capital across the corporate value chain
Health
Safeguarding global health to limit negative consequences for the global economy
Governance
Strengthening accountability to deliver stakeholder value
Digitisation
Establishing minimum standards for how companies manage digitisation-related risks
Source: LGIM Active Ownership report 2023
Voting
Our Investment Stewardship team exercises voting rights globally, across LGIM’s active and index funds. Visit our vote disclosure website for up-to-date information on our voting activities.
Policies and guides
Our policies set out the key principles for how we exercise our voting rights and engage with companies on behalf of our clients. Our guides provide more information for companies about what they can do to meet our expectations. We also share some of our broader views on important E, S and G topics.
Michael Marks
John Hoeppner
Aina Fukuda
Trista Chen
Karoline Herms
Jeannette Andrews
Angeli Benham
Clare Payn
Stephen Beer
Catherine Ogden
Maria Ortino
Lewis Ashworth
Abigail Bernabe
Alexander Burr
Dror Elkayam
Alyssa Ford
Anna Hirai
Naomi Kroloff
Toby MacKean
Tadiwa Ndlovu
Cristy Rodriguez
Stephanie Lavallato
Tara Lee
Key risks
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from LGIM’s Fund Centres.
While LGIM has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.