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Focal points of the report

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• UK Stewardship Code disclosure covering the 12-month period to 31 December 2024, setting out EdenTree’s sustainable investment approach and stewardship framework.
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• Highlights enhancements to engagement tracking and reporting, and sets thematic engagement priorities including a Just Transition, Climate Transition, Water Stress, Social and Financial Inclusion, and (new) Good Governance.
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• Summarises 2024 voting activity: 5,106 proposals eligible, 99.8% voted, 87% supported, 11% opposed, across 328 meetings (249 meetings with at least one vote against management).
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• Describes escalation practices including pre-declaring votes on the PRI Resolution Database and publishing refreshed Corporate Governance and Voting Policy.
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Sustainability issues of focus

The following sustainability issues feature significantly within this report:

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• Just transition
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• Climate transition
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• Water stress
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• Social inclusion
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• Financial inclusion
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• Good governance
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Sector of focus

The following sectors issues feature significantly within this report:

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• Information Technology
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• Health Care
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• Financials
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• Real Estate
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• Industrials
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Engagement highlights

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• Enhanced stewardship reporting via a proprietary engagement tracking and research database to increase transparency on objectives, timelines, progress and outcomes.
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• Added Good Governance to core thematic engagement priorities, alongside Climate Transition, Water Stress, and Social and Financial Inclusion themes.
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• Continued to pre-declare voting intentions publicly via the PRI Resolution Database as a form of escalation.
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• Reported achieving five stars across all modules in the latest PRI assessment for responsible investment signatories.
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Other content of note

In addition to the points noted above, this report addresses:

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• Published a Diversity & Inclusion policy and commitment in 2024, including targets and monitoring against progress.
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• Provides ‘votes of interest’ examples linked to thematic priorities, including AI-related shareholder proposals at Apple, Alphabet and Microsoft.
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• Describes partnerships and collaborative initiatives used to raise standards and support collective action.
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• Explains the firm’s investment beliefs and how engagement and voting are used throughout the investment process.
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Data points

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• Publication date: Not clear
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• Period covered: From 01-01-2024 to 31-12-2024
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