CLSA is Asia’s leading capital markets and investment group, providing global investors with insights, liquidity and capital to drive their investment strategies.
Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate CLSA’s innovative products and services in alternative investments, asset management, corporate finance, capital and debt markets, securities and wealth management.
As the international platform of CITIC Securities, China’s leading investment bank, CLSA is uniquely positioned to facilitate cross-border capital flows and connect China with the world and the world to China.
Founded in 1986 and headquartered in Hong Kong, CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit www.clsa.com.
Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisors—to help our clients build better futures for themselves and generations to come. As a family and management-owned company, we think generationally and invest for the long term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for over 50 years.
We believe that investing in companies with high standards of corporate responsibility can enhance and protect investment returns for our clients. Environmental, social and governance (ESG) issues form an integral part of our investment decision-making process. Our rigorous research approach and the use of our forward-looking proprietary ratings system ensure we gain a deep understanding of ESG issues at a company level before they escalate and potentially threaten the value of our clients’ investments.
As stewards, we play an important role in improving the governance of companies in which we invest. We engage directly with companies to promote good governance and sustainable corporate practices, including having robust climate governance in place. We also aim at driving behavioural change by voting against companies that do not meet our corporate governance requirements, when necessary.
Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors.
Since 1931, Capital Group has been singularly focussed on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Fundamental proprietary research provided by our global network of experienced investment analysts forms the backbone of our approach. Capital Group has an integrated global research network of more than 450 investment professionals and its portfolio managers have an average of 27 years of investment experience.
Today Capital Group works with financial intermediaries and institutions to manage more than US$2.21 trillion in long-term assets for investors around the world.
1All data as at 30 June 2022 and attributed to Capital Group, unless otherwise stated.
EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available via ey.com/privacy. EY member firms do not practice law where prohibited by local laws. For more information about our organization, please visit ey.com.
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland.
UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
Blackpeak is an international investigative research and risk advisory firm. Founded in Asia, the firm now operates from strategic locations in key financial and economic centres across the globe, including Hong Kong, Singapore, Tokyo, Shanghai, Beijing, Guangzhou, New York, Washington DC and London.
We handle complex research assignments, including integrity due diligence, internal and external investigations, asset searches, business intelligence for institutional and hedge fund investors, stakeholder mapping and political risk research. More than 800 clients rely on Blackpeak’s services, including the world’s leading investment banks, corporations, law firms and asset managers.
Blackpeak is owned by ION Investment Group, a provider of mission-critical trading and workflow solutions to financial institutions, central banks, governments and corporates.
The CLP Group is one of the largest investor-owned power businesses in Asia Pacific with investments across Hong Kong, Mainland China, Australia, India, Southeast Asia and Taiwan. Hong Kong-listed CLP Holdings Limited is the holding company for the CLP Group, which has a diversified portfolio of generating assets that uses a wide range of fuels including coal, gas, nuclear and renewable sources.
Through CLP Power Hong Kong Limited, the Group operates a vertically integrated electricity supply business that provides a highly reliable supply of electricity to 80% of Hong Kong’s population. The CLP Group is the largest external investor in the energy sector in Mainland China, with a focus on low-carbon energy. The Group’s wholly-owned subsidiary EnergyAustralia is a leading integrated energy company in Australia, providing gas and electricity to about 2.45 million households and businesses. Apraava Energy, in which CLP has a 50% interest, is one of India’s biggest renewable energy producers with operations in power generation and transmission.
CLP Holdings is included in the Global Dow – a 150-stock index of the world’s leading blue-chip companies, the Dow Jones Sustainability Asia Pacific Index (DJSI Asia Pacific), the Dow Jones Sustainability Asia Pacific 40 Index (DJSI Asia Pacific 40), the Hang Seng Corporate Sustainability Index Series and the FTSE4Good Index series.
International Corporate Governance Network (ICGN)
Led by investors responsible for assets under management of US$70 trillion, and bringing together companies and stakeholders, ICGN advances the highest standards of corporate governance and investor stewardship worldwide in pursuit of long-term value creation, contributing to healthy and sustainable economies, society, and environment.
This is achieved through a comprehensive international work programme based around three core activities:
• Influence: Promoting ICGN Principles as investor-led global standards for governance and stewardship and influencing public policy and professional practice.
• Connect: Delivering high-quality global events and webinars with unrivalled opportunities for networking, knowledge-sharing and collaboration.
• Inform: Enhancing professionalism in governance and stewardship practice through information and education.
The Investor Forum
The Investor Forum is a not-for-profit, practitioner-led membership organisation, set up by institutional investors in UK Equities.
The Forum’s purpose is to position stewardship at the heart of investment decision-making by facilitating dialogue, creating long-term solutions and enhancing value.
For more information, visit our website: https://www.investorforum.org.uk/