annual review indst 2024 public - Flipbook - Side 7
Annual Review 2024
The EOS approach
to engagement
EOS at Federated Hermes Limited is a leading stewardship service provider.
Our engagement activities enable long-term institutional investors to be more active
owners of their equity and fixed income assets, with the objective of enhancing longterm, enduring business performance.
This is achieved through dialogue with companies and
policymakers on governance and strategy, including
relevant and material environmental and social issues.
We believe this is essential to support a global
financial system that aims to deliver improved long-term
returns for investors, and better outcomes for society and
the environment.
Our Engagement Plan is client-led. We undertake a formal
consultation process with multiple client touchpoints each
year to ensure that the Plan is based on their long-term
objectives and covers their highest-priority topics.
Our services
Public
policy
Voting
Engagement
Screening
Advisory
Engagement
We engage with companies that form part of the public
equity and corporate fixed income holdings of our clients to
seek positive change for our clients, the companies and the
societies in which they operate.
Voting
We make recommendations that are, where practicable,
engagement-led and involve communicating with company
management and boards around the vote. This ensures that
our rationale is understood by the company and that the
recommendations are well-informed and lead to change
where necessary.
Public policy and market best practice
Engaging with legislators, regulators, industry bodies and
other standard-setters to shape capital markets and the
environment in which companies and investors can operate
more sustainably.
Screening
We help our clients to fulfil their stewardship obligations by
monitoring their portfolios to regularly identify companies
that are in breach of, or near to breaching, international
norms and conventions.
Advisory
We work with our clients to develop their responsible
ownership policies, drawing on our extensive experience and
expertise to advance their stewardship strategies.
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