Engagement action plan 2025

Read the full 2025 Engagement action plan here.

Engagement is a vital expression of our role as stewards of our clients’ assets to advocate for positive and lasting change within the companies that we invest in on their behalf.

Taking an active approach to engagement is a core part of our service and complements our investment analysis, as we aim to create and preserve long-term value for our clients. 

It is a vital expression of our role as stewards of our clients’ assets to advocate for positive and lasting change within the companies that we invest in on their behalf. We engage on issues that are important financially, but we will also act where we feel an issue presents long term systemic risks or we identify a moral imperative to address social or environmental concerns — in line with the expectations of our clients.

We engage at both a company, fund and thematic level and our activity is set in the context of long-term dialogue and ownership. We recognise the power of collaborative engagement and partnerships and so, where appropriate, we collaborate with Non-Governmental Organisations (NGOs) and other members of the responsible investment community to increase the reach and impact of our engagement activities. This enables us to create change on a deeper or more widespread scale than we may be able to achieve individually. 

It is important to measure the effectiveness of our stewardship and engagement activities. At the start of each engagement, we define objectives of the engagement. We then track milestones on a regular basis and whether we have had to escalate the engagement. We also track when the engagement has reached an outcome and whether this has been successful or unsuccessful.

We also engage with policymakers and data providers. Public policy and data can play a powerful role in shaping and incentivising progress toward sustainable development by setting the rules of the game.

You can read more about our approach to engagement in our engagement policy and our engagement review.

This 2025 action plan highlights our programme of thematic engagement, which is closely linked to our eight sustainable development themes. We divide our engagement projects into priority and secondary groupings. For priority projects, Greenbank plays a leading role in shaping the overall direction and strategy of the project. With secondary projects, we still aim to play an active role in progressing objectives but will generally join existing collaborative engagements and play a less active role in setting the strategy. We also operate an ongoing programme of tactical engagement with the companies and funds in which we invest. As part of our ongoing proprietary company and fund research our in-house research team identifies specific risks through daily news monitoring and wider research and proactively engages with companies to address these concerns.

You can read the full 2025 engagement action plan here.