Reports, policies and regulation

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Reports, policies and regulation

Read more about our compliance with SFDR regulation, our ESG and sustainability reporting and commitment to the European SRI Transparency Code.

Sustainable Finance Disclosures Regulation (SFDR)

ESG/Sustainable fund reporting

European SRI Transparency Code Compliance (Eurosif)

Our policies

We have a number of policies that we regularly update. These policies cover a wide range of topics that we feel strongly about.

Our thoughts on the FCA’s proposed Sustainable Disclosure Requirements (SDR)

In October 2022 the UK Financial Conduct Authority (FCA) published its much anticipated consultation on proposed Sustainability Disclosure Requirements, investment labels and restrictions on the use of sustainability-related terms in product naming and marketing.

02 Feb 2023
Climate change statement

We launched our first sustainable investment fund in 2005. At that time we were convinced all companies would need to adjust to operating in an increasingly carbon-constrained world, and more companies would need to develop solutions to make economies less carbon intensive. Our conviction has never waned, nor has the urgency of the carbon-reduction challenge.

05 Aug 2022
Climate Report: The race to zero

Welcome to our climate report. In the report we share a baseline of our climate change-related risks, opportunities and impacts, from which our progress towards zero-carbon portfolios and operations can be assessed in the years ahead.

23 Jun 2022
Proxy Voting Policy and Guidelines

We believe judgement is a better guide to voting than a rules-based approach. Our voting policy is based on a parsimonious set of principles and key considerations that in our judgement are likely to be applicable to all companies in the vast majority of circumstances.

16 Mar 2022
Diversity statement - what have we done so far?

Diversity is an integral part of sustainable development and has always been important to us as investors, employers and as members of society.

12 Jan 2022
Our position on harmful and controversial products and services

Stewart Investors invests in the shares of high quality companies that are well positioned to contribute to, and benefit from, sustainable development.

30 Sep 2021
Diversity statement

Diversity is an integral part of sustainable development and is important to us as investors, employers and as members of society.

09 Sep 2021
Regulatory developments in sustainable finance

2020 saw regulatory developments in sustainable finance reach new levels globally, but particularly in Europe. These developments, combined with a global pandemic, unprecedented wildfires, and a renewed focus on social movements like Black Lives Matter, put sustainable finance under the spotlight more than ever.

10 Feb 2021
Why climate change measures do not make sense, and how we can fix them

If asked to list climate change solutions, many of us would start with renewable energy. It is obviously a key one given the use of fossil fuels for energy is the largest contributor to greenhouse gas emissions globally.

16 Sep 2020
Statement on racism and racial diversity

We recognise the existence of inequality and institutional racism across the world – we share the horror felt by so many as we have witnessed events that highlight the inequality, prejudice and sheer injustice faced by members of the black community the world over.

27 Aug 2020
European Sustainable Finance Consultation

Stewart Investors wrote to the Directorate-General for Financial Stability, Financial Services and Capital Markets Union in response to aspects of the Renewed Sustainable Finance Strategy.

09 Jul 2020
SEC Letter: Proxy Voting

We have made a submission to the US Securities and Exchange Commission (SEC) on proposed changes to proxy advisors and shareholder resolutions.

14 Feb 2020
Diversity update

In 2019, we commissioned a research project with the University of Technology (UTS) in Sydney to compile a set of recruitment and retention policies that have been implemented across geographies, industries, and organisations and can be tied to tangible improvements in diversity outcomes. This report, entitled Improving Gender Diversity, was completed a few months ago. It lays out a list of 13 tools that have been successfully used to recruit and retain women in organisations.

12 Feb 2020