Stewardship at Artemis
We are committed to developing our sustainability capabilities and having stakeholders proud to be associated with us.
We are stewards of our clients’ capital. We believe stewardship activities can contribute to better-performing companies and therefore returns for our clients. Our stewardship activities encompass the integration of environmental, social and governance (ESG) factors into investment processes, engagement with investee companies, and voting.
How we think about stewardship
- Primary focus is investment performance
- Integration of material ESG factors enhances investment process
- Action based on a thorough understanding of the investment case and business model
- We favour engagement over exclusions*
- A collaborative approach in partnership with investment teams and external initiatives
Specialist stewardship insight and cross-team support
We take a dual approach to stewardship, incorporating it at firm level and investment strategy level.
The Artemis Stewardship team supports our fund managers by providing insight, research and analysis, and discussion on ESG integration, engagement and voting matters.
They collaborate internally on stewardship issues and in the wider industry as active participants on a range of initiatives.
Firm-level stewardship
Firm-level stewardship relates to the role we play in addressing overarching market and systemic risks.
We are involved in a range of collaborative engagement and industry initiatives which align with our firm-wide beliefs and objectives. We work with others to raise standards, manage risks and help drive change across our industry and in the companies in which we invest.
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Investment-strategy-level stewardship
At a strategy level, stewardship activities are principally driven by each individual team within the context of the firmwide approach.
This means that a team’s assessment of financial materiality – including the financial materiality of ESG issues – may differ due to factors including investment approach, geographical focus, holding period, portfolio positioning and construction, and risk tolerance.
In recognition of our commitment to stewardship and ESG, we are a signatory to the Financial Reporting Council’s UK Stewardship Code.
Our stewardship report
We are also pleased to provide our 2024 stewardship report which provides more information on our work.
Paras Anand, Chief Investment Officer
Our stewardship report
Read our stewardship report 2024
Our stewardship policy
Read our Stewardship policy
UK Stewardship Code
We achieved UK Stewardship Code signatory status for our 2023 Stewardship Report.