our stewardship framework.

Stewardship is how we protect and enhance the long-term value of the assets entrusted to us by our clients - it is integrated into LOIM’s investment process and an indispensable tool to achieve measurable impact beyond financial returns. By adding an extra layer of analysis, research and information, stewardship makes a positive contribution to the transition to the CLIC® economy through systems change.


Our two stewardship objectives are:

Our stewardship is discharged through two connected tools: engagement and proxy voting. We enter into dialogue with companies, engage with them and use our proxy votes to guide them towards more sustainable operating models.  Such dialogue enhances our understanding of a company’s sustainability, allowing us to feed it back into the investment analysis. 

We think of our stewardship work as being both a sword and a shield. A sword because our activities push companies to improve and become more aligned with our core investment conviction that sustainability will drive returns. But it is also a shield, using stewardship in the team to protect the investments that we have.


proxy voting.

Exercising proxy voting rights on behalf of our clients allows us to express our view on critical matters affecting our investee companies, and also companies’ impact on societies and the environment.

In doing so, we consider matters including (but not limited to): strategy, corporate governance, share capital management, shareholders’ rights, audit issues, transparency, disclosure, remuneration, social and environmental matters and companies’ alignment with the transition to a low-carbon, nature-positive and climate-resilient economy.

These principles reflect our belief that sound and solid corporate governance structures and the effective management of social and environmental risks create a framework within which a company can be run in the long-term interests of its shareholders and stakeholders.

Our Corporate Governance Principles and Proxy Voting Guidelines.

Our Proxy Voting Policy.

stewardship reporting

LOIM is a signatory to the Financial Reporting Council’s UK Stewardship Code since 2020.

LOIM stewardship report 2021

LOIM stewardship report 2020

A summary of the LOIM stewardship report 2021

 Our Vote activity disclosures.

If you have any questions or would like more information about our approach to stewardship, please contact us at LOIMStewardship@lombardodier.com.

the importance of stewardship.