ANALYSIS TO INFORM SHAREHOLDER PROXY DECISIONS

The proxy voting team of a large money management firm came to Altanova with a problem. They wanted to be responsible shareholders by informing their voting decisions with sustainability information on their portfolio.

With such a large and diverse portfolio, the range of issues under consideration posed an intimidating challenge.

Altanova’s specialists in science, technology and business conducted a thorough review of the holdings. We were able to report in depth on exactly what each company was disclosing on its sustainability performance, and what they were not.

This reporting allowed the voting team to effectively protect the interests of the firm by targeting areas of improvement across the portfolio.