Stewardship
We can support you to oversee and engage with your investment managers, fulfil fiduciary duties and achieve your investment objectives.
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How we can help
We view stewardship as an essential tool in the responsible oversight of assets and driving real-world change within the industry.
We can help you achieve your stewardship goals through a variety of services, for example helping you successfully engage with managers, obtaining UK Stewardship Code signatory status, creating policies and frameworks, and manager reporting.
You can also learn more by visiting our Responsible Investment page.
We can gather detail on asset managers’ responsible investment capabilities and review how they carry out stewardship on your behalf. This enables you to spend your engagement time efficiently and incorporate this knowledge into your decision-making.
Hymans Engage is an in house programme that engages directly with asset managers to encourage improvements in their stewardship and climate practices, in line with our RI rating framework, to improve efficiencies and effectiveness.
We can help you to achieve and maintain Stewardship Code signatory status, using reporting to tell your story and build on your stewardship efforts over time. We can manage projects end-to-end, or simply review your draft report.
Additional topics we cover
We can support you with Responsible Investment, ESG and broader investment implications of AI. This includes training about the implications of AI and actions you can take, including manager engagement.
We can support your engagements with asset managers on modern slavery, helping you identify areas of best practice and to ensure that manager, and the companies they invest in on your behalf are held accountable.
Stewardship is the responsible allocation, management and oversight of capital to create long-term sustainable value for clients and beneficiaries.
Our stewardship services
We can support you to oversee and engage with your investment managers, fulfil fiduciary duties and achieve your investment objectives. These efforts should support wider investment decision making and serving beneficiaries.
No pension scheme has the same resources, skills or objectives - and we use our expertise across all areas to support investors in being better stewards.
- Asset owners – such as pension schemes – delegate a range of responsibilities to asset managers, including portfolio construction and dialogue with investee companies. Oversight of this delegated activity is known as ‘stewardship’.
- UK regulation makes it clear that stewardship is an important part of trustees’ fiduciary duty, and all pension schemes already define their approach to stewardship in their policies.
- Understanding and monitoring your investment managers’ activities is key.
- Being a proactive steward of capital can support both financial and real-world sustainability outcomes consistent with your investment objectives
- Keep up to date on the evolving responsible investment outlook and how this affects your expectations for asset managers.
- Ensure stewardship policies are discussed and documented and that all statutory reporting is completed.
- Assess your managers’ capabilities and activities to spend your engagement time efficiently.
- Incorporate these policies and knowledge into investment decision-making.
Areas we specialise in
Training
To deepen your understanding of what stewardship means to investors (their requirements, different approaches, the current manager landscape and topical issues).
Engaging with investment managers
We can review your engagement framework to make it more efficient and effective, building on research from our own engagement programme (Hymans Engage).
Assessing investment manager capabilities and activity
Gathering detail on asset managers’ responsible investment capabilities, reviewing how they carry out stewardship on your behalf.
Setting beliefs and policy
Formalising your responsible investment beliefs, expectations and policies on key issues, to enhance communication and governance.
Reporting
We offer resource to compile your voluntary and statutory stewardship disclosures, to save you time while sharpening the edge of your communications.
Meet the team
Chris O'Bryen
Investment Associate Consultant
Priyanka Dubb
Senior Responsible Investment Analyst
Jaid Longmore
Responsible Investment Consultant
Sanjay Joshi
Responsible Investment Consultant
Andrew McCollum
Investment Research Analyst
Stewardship code signatories
We’re proud to have held UK Stewardship Code signatory status since 2021. Download our 2024 Being Better Stewards report.
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Charities
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Running on can unlock value for defined benefit (DB) schemes. It can also create meaningful opportunities to improve member outcomes. Horizon gives you the clarity, confidence and structure to decide whether it is right for you, and how to deliver it well.
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Awards and accreditations
