1.
We start by conducting sustainability research.
Preserving value through disciplined choices
We believe in business practices that preserve long-term value for our clients and stakeholders.
We provide our clients and customers with solutions to meet their financial security needs, and we make disciplined choices to deliver on the promises we make to them. To do this, we have a clear strategy, focused execution, and we invest for long-term risk adjusted returns.
Purpose and Vision
Our purpose is to support our customers and clients through life’s milestones, being there when needed to help build strong, financially secure futures.
Our investment approach
Sustainability and stewardship considerations form a part of our holistic investment decision-making process.
We believe that the careful management of financial and financially material sustainability-related risks and opportunities, will help us deliver resilient and stable returns over the long term. Our approach therefore prioritises the identification, assessment and management of financially material risks and opportunities, whatever the source or driver of that risk or opportunity.
Our long-term view
We believe the best way serve our customers’ and clients’ financial security needs is by making disciplined choices to deliver resilient, long-term risk-adjusted returns.
The Stewardship Code
We’re proud that both Canada Life Asset Management and Canada Life Limited have been awarded UK Stewardship Code signatory status. Learn more about our stewardship activities here.
Our sustainability beliefs
We recognise that a company’s ability and willingness to address how it impacts, and is impacted by, sustainability risks, can have an important influence on its long-term financial performance and its stakeholders.
As such, financially material sustainability considerations and stewardship are relevant to our approach to managing risk and achieving our clients’ long-term investment goals.
Our responsible investment 4-step process
2.
We consider our findings in our investment decision-making process.
3.
By effectively stewarding the assets entrusted to us, we aim to create long-term value.
4.
We monitor and report to help deliver good client and customer outcomes.
Stewardship Reports
Find out more about how we consider sustainability-related risks and opportunities and incorporate stewardship activities into our investment processes across asset classes, including equities, fixed income, property, and real estate finance.
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Governance
We place importance on good governance throughout our business and implement processes to monitor and assess our performance.
Voting
We see our voting rights as valuable assets in serving our stakeholders’ best interests.
Engagement
We engage with investee companies to promote business models necessary to sustaining value over the long term.
Policies and reports
Learn more by viewing our policies and reports relevant to stewardship.