Description

Understand the concept of stewardship and engagement in relation to ESG, including the roles that asset managers may play and issues to which engagement may relate to.

Learning Objectives

  1. Determine why stewardship is important in corporate governance, particularly for investors.
  2. Distinguish between monitoring and engagement in ESG stewardship activities.
  3. Determine which factors are essential for successful engagement between investors and companies.
  4. Identify the characteristics of active and passive management in ESG engagement techniques.
  5. Identify the features that make collaborative engagement an effective strategy for influencing corporate behavior.
  6. Determine which actions investors should take when exercising their voting rights.
  7. Identify how stewardship codes and standards benefit the investment community.
  8. Identify the key element of stewardship reporting by asset managers.