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Responsible investment

We believe responsible investment is an important part of how we deliver for our customers.

There are two approaches to being a responsible investor:

  1. The integration of environmental, social, and governance (ESG) factors in an investment process and good stewardship.
  2. The linking products or strategies to a specific responsible investment objective.  

We believe that incorporating ESG factors in an investment process and a good stewardship approach helps to mitigate risk and identify potential opportunities. This can contribute towards the generation of long-term sustainable returns for our customers. That’s why we’re integrating this into the way we manage assets in the investment solutions we provide.

We also believe that customers should have the information, flexibility, and choice to invest in line with their needs and preferences. So we provide our customers with the option to invest in investments solutions with responsible investment objectives.

These solutions can be those managed by our asset management businesses, or our customers can use our platform to access other solutions from across the market. We have made tools and training available to our advisers so they can understand their customers’ responsible investment preferences.

UK Stewardship Code

Quilter is a signatory to the UK Stewardship Code. Stewardship includes engaging with the companies and funds we invest in, exercising our voting rights, and integrating environmental, social and governance factors within investment decision making. We retained our signatory status in 2025 and the next report will be submitted to the Financial Reporting Council by 30 April 2026. In line with the revised Stewardship Code 2026, we will publish two disclosures: a Policy and Context document, outlining our overarching stewardship approach and policies, updated every four years; and an Activities and Outcomes report, detailing our stewardship actions and impact over the previous year.

Stewardship Policy & Context Disclosure

The Policy and Context Disclosure provides an overview of our organisational purpose, investment beliefs, governance structures, and the policies and processes that underpin our stewardship activities. This report was published in 2026 and is refreshed every four years, or when material changes to the stewardship approach arise.

For insights into our stewardship activities and how we have met the six principles of the Stewardship Code over the most recent reporting period, please refer to our latest Activities and Outcomes Report.

Stewardship Policy & Context Disclosure

Stewardship Activities & Outcomes report

Our Activities and Outcomes Report sets out how we have applied the principles of the UK Stewardship Code throughout 2025, demonstrating our commitment to responsible investment, effective stewardship, and transparent reporting. The reports explains our engagement and voting activities, the outcomes achieved, and how our stewardship approach continues to evolve in line with regulatory expectations and best practice. We will publish an Activities & Outcomes Report each year to provide updates on our progress and ensure our stewardship practices remain accountable, evidence based and forward looking.

Stewardship Activities & Outcomes report

UN Principles for Responsible Investment

Quilter is a signatory to the PRI which is a global network organisation that works to: 

  • understand the investment implications of ESG factors; and
  • support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.

Signatories are assessed annually on how the organisation implements responsible investment. The Assessment Reports1 , which are produced using signatories’ reported information, relate to the investment management activities within Quilter Investors and its investment solutions, and Quilter Cheviot. For the 2024 reporting period (completed in 2025) we achieved 49 Stars out of a possible 65, across 13 modules. In nine of these modules our score was above the PRI median with the Policy, Governance and Strategy module receiving the highest score.

Find out more about our approach to responsible investment by each of our client-focused segments, below:

Affluent

Quilter Financial Planning, Quilter Investors, Quilter Investment Platform and Quilter Invest.

Learn more about Affluent

High Net Worth

Quilter Cheviot 

Read more about High Net Worth