UK Stewardship Code Submission
Global specialist investment manager
Client Overview
We helped a specialist investment management firm with a strong responsible investment culture to fulfil their regulatory obligations and submit a successful UK Stewardship Code report.
Objective
The client engaged Danesmead to develop a high‑quality Stewardship Code submission that evidenced stewardship outcomes across teams, improved monitoring and reporting, and established a repeatable disclosure framework.
Key Actions
Completed a structured gap analysis against latest Stewardship Code Principles, identifying strengths and priority areas for development.
Held interviews with investment, risk and compliance teams to capture processes, governance and concrete stewardship examples.
Held the pen for drafting the report, mapping activities and evidence to required outcomes.
Developed stewardship monitoring and record-keeping templates to ensure relevant information could be captured on an ongoing basis, and in a simple format.
Managed internal review and refinement to ensure coherence and alignment with FRC expectations.
Results
Achieved UK Stewardship Code signatory status at first submission.
Strengthened and streamlined stewardship activity record-keeping.
Created a consolidated evidence base for future reporting.
Enhanced team understanding of stewardship expectations and improved responsible investment disclosure materials and practices.