Stewardship
At Redwheel, Stewardship is our overarching approach to responsible investing, bringing together Sustainability, Active Ownership and Greenwheel Research & Insights into a single, disciplined framework. Through this framework we integrate material sustainability considerations into investment decisions, support investment teams with central expertise, and use focused engagement, proxy voting and thematic research to protect and enhance long-term client outcomes.
Sustainability
Each investment team is responsible for integrating material sustainability considerations into its investment philosophy, research and portfolio construction. A central team of sustainability specialists provides advice and support, enabling teams to apply sustainability analysis in a way that reflects their strategy while keeping a clear focus on long‑term client outcomes.
Our sustainability function also governs and oversees the integration of sustainability considerations within research, security selection and portfolio management, and provides constructive challenge to ensure investment team approaches remain robust over time.
This section explains the structures, responsibilities and policies that underpin our sustainability approach across Redwheel.
Our sustainability framework
Our sustainability framework provides the governance, policies and oversight that support the integration of material environmental, social and governance considerations into research, investment decision‑making and stewardship. It gives investment teams access to clear standards, central stewardship expertise, specialist support and disciplined challenge, helping ensure our approach remains robust, consistent and focused on long‑term client outcomes.
Sustainability Committee
An internal Sustainability Committee oversees and challenges how sustainability is integrated across investment and stewardship activities. It provides governance, promotes consistency and supports robust debate on cross-cutting sustainability risks, opportunities and evolving expectations.
Central sustainability resources
Our sustainability resources support investment teams through stewardship expertise, policy guidance and implementation support. This structure helps ensure sustainability considerations are approached with consistency, practical relevance and appropriate challenge across the firm.
Sustainability research and insight
Greenwheel sustainability specialists provide thematic, macro and company-level insights to support investment teams identify material sustainability risks and opportunities. Their work helps strengthen analysis, inform engagement priorities and support more disciplined investment decision-making.
Policies, codes and memberships
Our approach is underpinned by firm‑wide policies, stewardship principles and support for relevant external codes and initiatives. Together, these help ensure our sustainability approach remains credible, consistent and aligned with our responsibilities as a long‑term investment partner.
Governance, policy and regulation
Our Sustainability Strategy, Governance and Policy team is responsible for Redwheel’s firm‑wide sustainability strategy, policy framework and regulatory implementation. The team helps ensure that our approach remains clear, consistent and aligned with evolving regulatory requirements, client needs and market expectations.
Meet the team
Arthur joined Redwheel in early 2017 and focuses on a wide range of investment, strategy and management issues.
Olivia joined Redwheel in 2022 and works in close collaboration with the Head of Investments on the development of Redwheel’s approach to strategy.
Chris joined Redwheel in 2021. His role focuses on stewardship and regulatory affairs relating to responsible investment.
Redwheel is a partner to the following initiatives:
Active Ownership
We use active ownership to protect and enhance long‑term client outcomes, combining focused company engagement with disciplined use of voting rights. Our investment teams lead these dialogues, supported by a central Stewardship function that brings structure, challenge and consistency to our role as responsible stewards of capital.
This section explains how we engage, where we focus our efforts and how we report on outcomes with clarity and discipline.
Our approach to stewardship and active ownership
We use active ownership to protect and enhance long‑term value for our clients, combining company focused engagement with disciplined use of proxy voting rights across our strategies. Our investment teams lead day‑to‑day engagements, supported by a central Stewardship function that brings structure and challenge, ensuring consistency with our firm‑wide policies and standards.
Central Stewardship team
Our Stewardship function supports and oversees engagement and voting activity across Redwheel’s investment teams. It coordinates our involvement in thematic and collaborative initiatives, ensures our overarching approach remains aligned with evolving regulation, market practice and client expectations when establishing priorities.
Investment team-led engagement
Each investment team leads engagement with investee companies. The specific issues on which teams engage reflect a variety of factors including their underlying investment philosophy, their investment process, the specifics of the mandate, and their assessment of the extent to which there are financially risks being managed by the target company. Clear objectives and documented dialogue ensure that engagement provides an effective input to ongoing investment research.
Use of voting rights
Exercising voting rights is a key part of our stewardship approach to support and encourage the adoption of strong governance approaches, disciplined capital allocation and sustainable business practices. Voting is considered carefully, informed by our investment convictions and stewardship principles, and forms an important part of how we act as long‑term stewards of our clients’ capital.
Thematic and collaborative engagement
We pursue sustainability thematic engagement on issues that can have a meaningful bearing on long‑term outcomes, including climate, the environment and human rights. Where it supports client interests, we work with other investors and industry bodies to strengthen our voice and help advance higher standards across markets.
Transparency and collaborative engagement
We report on our engagement and voting activity through regular stewardship disclosures, including case studies and outcomes. This transparency helps clients understand how our stewardship activity supports disciplined decision-making, accountability and long‑term value creation.
Meet the team
Chris joined Redwheel in 2021. His role focuses on stewardship and regulatory affairs relating to responsible investment.
What is Greenwheel
Greenwheel is the in-house sustainability insights partner to Redwheel’s investment teams. Greenwheel’s research deepens Redwheel fund managers’ understanding of how environmental and social factors shape risks and opportunities across the product lifecycle.
Greenwheel provides three core services to investment teams:
Thematic sustainability research
Greenwheel develops research, frameworks, and analytical tools across, climate, environment, natural capital, and human rights. Greenwheel’s research supports investment decision-making by providing forward-looking perspectives on emerging sustainability trends.
Engagement and advisory support
Greenwheel’s research informs engagement activities on sustainability topics. Additionally, Greenwheel provides thematic insights to respond to client and regulatory needs and help strengthen the firm’s sustainability-related policies, processes, and knowledge base.
Integration across all strategies
As sustainability considerations move from peripheral to core due to changing operational realities and regulatory change, Greenwheel’s advisory support extends across all investment strategies to help fund managers anticipate and respond to this evolving landscape.
Greenwheel insights
Growing electricity demand and security of supply concerns put geothermal energy in the solutions spotlight. Geothermal provides near‑zero‑emissions baseload and flexible power plus direct heat at stable operating costs, with minimal land footprint and no fuel inputs.
Regulation is beginning to catch up to manage the risks posed by AI development and deployment. As China and the European Union continue to lead the way with innovative AI laws, some emerging markets are following suit in adopting a risk-based approach to AI regulation. In the United States, given the severe environmental and social impacts of data centres, some states are proposing bills to protect communities from absorbing the negative externalities of existing and new projects. Against this backdrop, this piece provides investors with a summary of the four key developments in AI.
Europe remains heavily exposed to fossil fuel supply shocks, with energy import dependency higher than most other major global economies. Against this backdrop, the European Commission’s new Electrification Action Plan sets a highly ambitious indicative target to double electricity’s share of EU final energy consumption by 2040 and backs it with several proposed measures. Read the Greenwheel team's view on what this could mean for investors.
Jessica joined Redwheel as the Social Research Lead in 2023.
Paul joined Redwheel as Climate and Environment Research Lead in 2023.
Greenwheel Advisory Board
The Greenwheel Advisory Board provides independent, informed insight to support Redwheel’s thematic and sustainable strategies, bringing together diverse expertise across sustainable investment themes, market dynamics, regulatory developments, and global client demand. Members contribute both their own perspectives and broader network insights, while also participating in relevant Sustainability Committee discussions and sustainable insight events.
Meet the team Greenwheel Advisory Board team
Margot von Aesch has built her career at the intersection of capital markets and sustainability.
Hans plays a leading role in the Sustainable Development Investments Asset Owner Platform (SDI AOP).
Rehana is the founder and CEO of Spectrum Impact, which exists to help organisations expand their impact investing footprint.
Jennifer Pryce is President and CEO of Calvert Impact, a global nonprofit investment firm.