When institutional investors and other shareholders are actively engaged with corporations, they are better able to promote stewardship and engender positive outcomes that are mindful of ethical and ESG-related issues.
In this selection of papers, we look at engagement itself, and its ability not only to foster better corporate governance, but also to create value.
Engagement: The ESG X-Factor (Fidelity International blog, Jun 2018)
(For compliance reasons, this paper is only accessible in the UK and Europe)
Both passive and active managers now provide a range of ESG offerings. The two different approaches are distinguished by one key factor: engagement.
Responsible investing and active ownership (Invesco, 2017)
Invesco believes that active ownership is the most effective way to drive responsible investment. This white paper covers various ESG approaches, ESG criteria's impact upon performance, and Invesco's emphasis on responsible investment.
A Practical Guide to Active Ownership in Listed Equity (Principles for Responsible Investment, 2018)
This report by Principles for Responsible Investment presents an ESG-minded view towards global best practices for stewardship and active ownership by the institutional investment community.
How ESG Engagement Creates Value for Investors and Companies (PRI, 2018)
(For compliance reasons, this paper is not accessible in the UK and Europe)
This report, commissioned by the Principles for Responsible Investment (PRI), explores the ways in which ESG engagement by investors can create shareholder value.
Strategies for Incorporating ESG Considerations into Corporate Engagement (BlackRock, 2015)
BlackRock describes strategies for institutional investors to engage with corporate management and ways to collaborate in order to foster better corporate governance and facilitate sustainable corporate growth.
Institutional investors and ownership engagement (OECD, 2013)
This paper provides a structure for analysis of the nature and extent of institutional investors’ ownership engagement. The term 'institutional investor' itself may be a misnomer in some engagement-related discussions.