Stewardship describes the responsible allocation of assets and active ownership by the asset manager, with the aim of sustainable, long-term value creation for its customers.

DVFA* Stewardship Guidelines (Link) for Asset Managers:

1. Stewardship declaration (mandatory)

2. Continuous monitoring of portfolio companies

3. Constructive dialogue with the portfolio companies

4. Escalation process when a dialogue fails

5. Informed and responsible exercise of voting rights

6. Publication of voting behavior

7. Assessing collective engagements

8. Dealing with conflicts of interest

9. Reporting

* German Association for Financial Analysis and Asset Management

To promote constructive dialogue with portfolio companies

Governance & Values offers:

• Dialogue in line with DVFA stewardship guidelines
• Individual or collective
• Active dialogue with the asset manager
• Support in the selection of companies to be contacted
• Planning of engagements
• Support in the selection of topics to be discussed
• Organization and support of collective engagements in line with Acting in Concert regulations
• Environment, Social and Governance

Reporting based on international standards:

• Number of engagements
• Types of engagement
• Main topics
• Results of engagement activities
• Quantitative evaluation of the topics discussed