ESG engagement
The OEF predominantly owns interests in funds, rather than investing in companies directly, so engagement activities are carried out with the investment managers of those funds. We have a disciplined approach to the number of active relationships with investment groups in the portfolio and an exceptionally high information flow from these groups.
Aligned with our broader evaluation of groups, we maintain direct lines of contact with our investment managers, who update us on sustainability related risks and opportunities as and when they arise. We supplement this communication by effective monitoring of underlying positions from both online sources and third party sustainability data feeds.
Each year OUem writes to investment groups regarding climate, nature, net zero and broader sustainability matters. Investment groups are asked to use the Oxford Martin Principles for Climate Conscious Investment, engage portfolio companies on net zero targets, share net zero and emissions analysis, share their approach to nature-related impacts and dependencies, and for public managers, update us on voting practices.