ADVISORY SERVICES IN RESPONSIBLE INVESTMENT

We distinguish ourselves by a dual expertise, one related to environmental, social and governance (ESG) issues and their interaction with sound business management, and the other related to the strategies of institutional investors. Æquo also possesses an extensive network of experts and contacts in all representative groups of stakeholders, in companies, and in multiparty organizations including the PRI.

We offer customized services in the development and implementation of responsible investment policies.

  • Support and development of disclosure reports for internal purposes and for beneficiaries or organizations such as the PRI.

  • Review and development of voting rights policies

  • Policy formulation and procedure development related to responsible investment mechanisms

  • Research, monitoring and engagement on selected topics

In parallel, shareholder engagement activities can also lead us to be consulted in the development of new public policies and regulations. Æquo participates in these efforts, when relevant, documenting its contributions so that its clients may account for these activities to their stakeholders and beneficiaries.