Date: 20th March 2025
Author:

A Guide for Effective Engagement and Voting Practices for Transition-Linked Equity Investment in Listed Companies

The set of Principles developed by BETTER FINANCE and its Working Group Members, aims at standardising transition engagement practices for listed equity across the EU. The Principles emphasise transparency, active engagement, and the importance of evidence-based escalation strategies, targeted towards professional investors/ /asset managers/pension funds and their management entities, who wish to consider the perspectives of individual investors and better reflect environmental transition.

The Principles make one part of a report produced by BETTER FINANCE on “Shareholder engagement and transition of capital flows”. The report provides a comprehensive analysis of shareholder engagement for transition investing as well as assessment of transition investing barriers and uptake of transition plans from companies.

The Principles for Transition Investing are Endorsed by:

⬇️ Read and Download Principles for Transition Investing ⬇️