Our 2024 UK Stewardship Code Report details how we’re supporting sound stewardship practices in the UK and beyond. As a founding signatory and supporter of the Financial Reporting Council’s (FRC) Stewardship Code since 2010, in this year’s report we cover the 12 key principles of the stewardship code.
Stewardship is an important part of our ambition to be the most client-centric asset manager. For an increasing number of people sustainable investing, is becoming an important part of their portfolio. Standards and expectations in the industry are becoming more stringent. This report highlights how we are fulfilling our clients’ needs and our own commitments by documenting our stewardship activities in 2024.
Our investment processes focus on sustainable value creation and effective risk mitigation. We integrate financial material considerations in our investment capabilities where relevant, and apply ESG factors in a variety of ways, depending on the asset class, strategy and our clients ‘demands. Our Sustainable Investing Services team provides support and analysis, while our investment managers maintain discretion on portfolio decisions.
We engage constructively with issuers and use our expertise to make voting decisions that align with our clients' best interests.
Quality data is crucial for effective investment analysis. We enhance our data and analytics capabilities by updating our proprietary tools, including ESGintel, PROXYintel and ESGCentral. These tools assist with research, portfolio reviews, portfolio optimisation, engagement and proxy voting.
We adopt a client-centric approach, customising solutions to meet sustainability-focused needs and objectives. We offer a suite of portfolio solutions for clients who wish to pursue sustainability-focused goals, including imposing sustainable investing guidelines and restrictions.
We participate in industry initiatives to promote the continued improvement of functioning financial markets. We are involved in many industry bodies, including the Principles for Responsible Investment (PRI), the Global Real Estate Sustainability Benchmark (GRESB), and the Task Force on Climate Financial Disclosures (TCFD).
We consider engagement with issuers as a powerful and effective tool to promote long-term sustainable value creation, for the benefit of our clients. In 2024, Invesco conducted more than 1,990 engagements covering sustainability focused themes firm-wide.
We seek to make voting decisions we believe best serve the interests of our clients and their investment objectives by supporting good corporate governance practices that promote long-term value creation
“At Invesco UK (Invesco Asset Management Limited), we hold the view that true stewardship extends beyond mere asset management. It encompasses proactive engagement and a dedication to creating sustainable, long-term value for our clients and beneficiaries. Specifically, for our UK operations, clients, and assets, this also entails compliance with the Financial Reporting Council’s (FRC) UK Stewardship Code.”
Doug Sharp, Head of Invesco EMEA and Americas
Satisfying climate-related goals without the resulting performance deviating too much from standard indices can be challenging. Learn how the EU Climate Transition Benchmark (CTB) offers a solid framework for ETF providers to customise solutions for investors’ needs.
Nageen Javaid, Invesco Associate Client Portfolio Manager, discusses the role of bonds in the transition. As achieving net zero carbon emissions by 2050 has become a central goal for governments, corporations, and environmental advocates worldwide.
Our Transition approach is built on engaging with the largest emitters and a focus on a like-for-like absolute emission reduction.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Data as at 28.04.2025., unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.
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