What is investment stewardship?

Investment stewardship means the responsible oversight of capital that we allocate on behalf of our clients, in order to generate sustainable benefits for the economy, the environment and society.

This involves engaging with the companies in which we invest, to address risks and opportunities – both company-specific and market-wide.

At the same time, the team works with regulators, policy makers and our industry peers to tackle systemic issues.

Our Investment Stewardship team exercises voting rights globally, across LGIM’s active and index funds, holding companies to account on the issues that matter most to our clients. These range from climate change to board independence and diversity.

 

Investment stewardship and responsible investing

Across both public and private assets, we have established a fully integrated framework for responsible investing to strengthen long-term returns and raise market standards. This is based on investment stewardship with impact and collaborative, active research across asset classes. Learn more about our approach to responsible investing here.

Active Ownership annual report

Active Ownership

Read our Active Ownership report to see how we use our scale and influence to bring about real change in the companies and markets we invest in.

Transparency in responsible investment

LGIM is proud to have consistently received A+ rankings for responsible investment strategy and active ownership by the UN-backed Principles for
Responsible Investment (UN PRI)*. Our latest UN PRI survey results and public transparency reports are available below:

Latest survey results 2020

Latest Public Transparency Report 2020

*Source: UN PRI, as at 31 December 2020

LGIM vote disclosures

Read about how we vote on the companies in which we invest on our clients’ behalf.

Read more

Team

Our award-winning Investment Stewardship team spearheads much of LGIM’s activity on environmental, social and governance (ESG) issues.

The team of 16 professionals, who have an average of 12 years’ experience, is headed by our Director of Investment Stewardship, Sacha Sadan.*

Sacha is a member of the LGIM Board and reports directly to LGIM’s CEO, Michelle Scrimgeour. Two independent non-executive directors on LGIM’s board have the specific responsibility of overseeing the team’s activities and ensuring conflicts are appropriately managed.

We believe this independent reporting line allows the team to manage internal conflicts, form views and take decisions in the long-term interests of all clients.

*As at 31 December 2020

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Sacha Sadan

Director of Investment Stewardship
Clinton Adas

Clinton Adas

Global ESG Product Specialist
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Jeannette Andrews

Senior Investment Stewardship Manager
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Angeli Benham

Senior Global ESG Manager
Alexander Burr

Alexander Burr

ESG Policy Lead
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Iancu Daramus

Senior Sustainability Analyst

Aina Fukuda

Japan ESG Manager
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Karoline Herms

Global Investment Stewardship Manager
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John Hoeppner

Head of US Stewardship & Sustainable Investments
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Maxine McMahon

Executive Assistant
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James Malone

Senior Global ESG Analyst
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Catherine Ogden

Manager - Sustainability and Responsible Investment Strategy
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Meryam Omi

Head of Sustainability and Responsible Investment Strategy
Maria Larsson Ortino

Maria Ortino

Global ESG Manager
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Clare Payn

Senior Global ESG & Diversity Manager
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Marion Plouhinec

Senior Global ESG Analyst
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Yasmin Svan

Senior Sustainability Analyst