The paper identifies three priority areas for improvement in engagement practices to drive higher standards across the investment community as a whole.
1 – Finding consensus on the fundamentals.
2 – Unlocking long-term value amidst resource constraints
3 – Demonstrating effectiveness through correlation and contribution.

‘More activity’ appears to have become the dominant narrative in investor stewardship and engagement in recent years. In WHEB, part of Foresight Group’s view, this misses the point. Instead, the focus should be on ‘more effective’ stewardship and engagement that fulfils its purpose of delivering long-term value for clients.

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