ESG
Our approach to investment stewardship

15 MIN REPORT

 


At Capitals Express Investments, successful investing means generating superior long-term outcomes for our clients. This is made possible through our deep focus on engagement with the companies and issuers in which we invest. This iteration of our stewardship report demonstrates our continued commitment to investment stewardship and environmental, social and governance (ESG) integration.

KEY TAKEAWAYS

  • In 2022, we recorded 837 unique ESG engagements with companies and issuers across the Americas, Asia-Pacific and Europe, the Middle East and Africa (EMEA).
  • We voted at more than 2,100 annual and special general meetings on behalf of clients in 2022.
  • This year, we increased our outreach to issuers following the proxy season with engagement letters, sent to over 200 companies globally.

 


Capitals Express Investments stewardship report 2023 

Our in-depth report on investment stewardship demonstrates our continued commitment to transparency in our engagement and proxy voting activities.

To view last year's report, download a PDF of the stewardship report 2022 here.

 


Explore the latest research and insights in our ESG perspectives library

Your gateway to all things ESG at Capitals Express Investments


Learn more about
ESG

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Unless otherwise indicated, any Capitals Express Investments information referenced above reflects the Capitals Express Investments global organization.

Unless otherwise indicated, the investment professionals featured do not manage Capitals Express Investments‘s Canadian mutual funds.

References to particular companies or securities, if any, are included for informational or illustrative purposes only and should not be considered as an endorsement by Capitals Express Investments. Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any investment funds or current holdings of any investment funds. These views should not be considered as investment advice nor should they be considered a recommendation to buy or sell.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capitals Express Investments or its affiliates. This information is intended to highlight issues and not be comprehensive or to provide advice. For informational purposes only; not intended to provide tax, legal or financial advice. We assume no liability for any inaccurate, delayed or incomplete information, nor for any actions taken in reliance thereon. The information contained herein has been supplied without verification by us and may be subject to change. Capitals Express Investments funds are available in Canada through registered dealers. For more information, please consult your financial and tax advisors for your individual situation.

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Capitals Express Investments funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capitals Express Investments, a global investment management firm originating in Los Angeles, California in 1931. Capitals Express Investments manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.