Engagement: The Group seeks to obtain appropriate disclosure of ESG issues from entities in which we invest. The Group believes engagement is an important part of the investment process. BG engages with investment companies for which it has identified specific issues or concerns, including ESG, in order to obtain additional information and insight. Company management is normally engaged through regular one-to-one or group meetings and conference calls.
Active ownership: BG aims to be actively engaged with companies it invests in to generate additional value from its investment. The Group owes its clients a duty of care in respect of services undertaken on the client’s behalf, including voting. To this end, where relevant, BG takes all reasonable steps to vote in the best interest of its clients. The Firm maintains documentation in relation to its voting, including (i) a record of how the Firm voted, and (ii) any documents created by the portfolio manager or others, that were material to the voting decision