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Active ownership services

onValues provides a wide range of services aimed at defining and implementing active ownership policies and processes. Our services are based on the ownership framework set out in the Principles for Responsible Investment (link opens the website of which onValues is a signatory. Our services are therefore ideally suited for institutional investors (asset owners and managers) and service providers who have signed or who are considering signing the PRI. Our services include:

  • Support in implementing active ownership solutions (based on in-house or out-sourced services), including policy design, exercise of voting rights, multi-asset class engagement and ensuring coherent active ownership policies across the portfolio
  • Research, selection and monitoring of external service providers 
  • Engagement with companies on environmental, social and governance (ESG) issues 
  • Assessment, selection and support of partnerships and collaborative engagement initiatives 
  • Definition and implementation of reporting frameworks (internal communication and reporting to shareholders / plan participants and other stakeholders)
  • Support in defining and implementing internal training and awareness building programs
  • Support in addressing ESG issues in investment policy statements and processes 
  • Support in developing ESG-related tools, metrics, and analyses