In this publication, we review our recent consultant roundtable in Leeds on the impact of The Law Commission’s guidance on fiduciary duty and whether this has shifted the perception of embedding ESG factors. In addition, we have articles on implementing whether smart beta global credit approaches are smart enough and First State Stewart becoming Stewart Investors.

Welcome to First Principles, our biannual newsletter for consultants and clients.

In this publication, we review our recent consultant roundtable in Leeds on the impact of The Law Commission’s guidance on fiduciary duty – and specifically whether this guidance is yet resulting in a change of thinking in relation to ESG. In addition, we discuss whether smart beta global credit approaches are smart enough and summarize our Annual Responsible Investment and Stewardship report. 

We hope you have a great summer and look forward to your feedback.