Wealth manager Quilter Cheviot has released details of its engagement activities across its Sustainable Opportunities Balanced and Sustainable Opportunities Growth funds, having voted on nearly 1,000 individual resolutions.
As part of its active approach, the Quilter team engages with companies and investment trusts within the fund, focusing on long-term value and key sustainability risks and opportunities.
Claudia Quiroz, head of sustainable investment at Quilter Cheviot, said: “Even where we are pleased with company performance, we continue to push for further improvement, ultimately working to protect and enhance long-term returns for our clients.”
See also: Quilter Cheviot’s Quiroz: Water risk and the economics of resilience
During 2025, Quilter voted against management on around 18 resolutions, including director elections and remuneration, where proposals lacked sufficient transparency.
On top of this, the team has directly engaged with 15 holdings in the balance fund and 18 in the growth fund, on issues such as artificial intelligence emissions and water scarcity.
Quiroz added: “Engagement and voting are central to holding companies to account on behalf of our clients. They help us assess whether companies are taking material risks seriously, whether incentives are aligned with outcomes, and whether boards are responsive to shareholder concerns.”
This article originally appeared on our sister-site Portfolio Adviser
