Summary of stewardship activities: Q4 2023

  • We voted at
    148AGMs+
  • 71 EGMs
    on behalf of our clients
  • We discussed ESG considerations with

    60 issuers
 

During the quarter, we exercised our clients’ voting rights at a total of 219 shareholder meetings.

Across all regions, votes were instructed against management recommendations on 266 separate resolutions, which equated to 47% of the 219 meetings.

3

took no action**

114

in favour of management***

0

abstained

102

against management*

Voting profile: Q4 2023

GLOBAL VOTING SUMMARY

219
MEETINGS

RESOLUTIONS VOTED AGAINST MANAGEMENT

266
RESOLUTIONS

* Voted against management recommendations on one or more resolutions, including abstentions and withhold votes where there was no option to vote against
** Took no action owing to share blocking or sanctions considerations
*** Voted in favour of management on all resolutions

Important information

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

Any reference to a specific security, country or sector should not be construed as a recommendation to buy or sell investments in those countries or sectors. Please note that portfolio holdings and positioning are subject to change without notice.

Newton manages a variety of investment strategies. How ESG considerations are assessed or integrated into Newton’s strategies depends on the asset classes and/or the particular strategy involved. ESG may not be considered for each individual investment and, where ESG is considered, other attributes of an investment may outweigh ESG considerations when making investment decisions. ESG considerations do not form part of the research process for Newton’s small cap and multi-asset solutions strategies.