Active ownership

A key element of the value we can bring to clients

What is active ownership?

When fund managers take investors’ capital and put it into portfolios of shares, bonds and other holdings, their work does not stop once the investments have been selected. An important part of the role of overseeing the investment is to use the influence that comes with being a shareholder to drive change. This is known as “active ownership”.

Why Schroders?

We are committed to using our influence to drive change that we believe will protect and grow the value of investments. In practice this means engaging with the managers and boards of the companies across a range of topics that we believe are relevant to long-term financial success.

Our active ownership model empowers our investment teams to undertake high-quality engagements, leveraging their industry knowledge and the relationships they have established.

Our engagement and voting activity

These figures combine our in depth engagements with thematic campaigns, collaborative engagements and mass communications around voting season for 2023.

7,141

Number of meetings voted

73,370

Number of resolutions

13%

Percentage of votes opposing management

52%

Percentage of meetings where we voted against at least one management recommendation

4,400+

Number of companies engaged in 2023

6,700+

Number of engagement events

1,400+

Number of objectives engaged on

81

Number of countries

Deep dive into Schroders active ownership

Explore our active ownership report which details our engagement, voting and sustainability highlights.

You can also find out how we voted at thousands of shareholder meetings. We're committed to providing transparent and regular reporting as active owners of these investments.

Related documents

Slide 1 of 4
Schroders Engagement Blueprint
Schroders Capital Engagement Blueprint

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