Shareholder Engagement Mid-Year Report 2023

  • Rockefeller Asset Management Engagement

At Rockefeller Asset Management, engagement with companies is focused on alpha and outcomes. In particular, we believe it is critical to differentiate engagement from the research and information gathering dialogue that is part of fundamental analysis. Our engagement is underpinned by in-depth company, sector, and issue analysis – a resource intensive process that leverages our Rockefeller network. This report details our engagement efforts in the first half of 2023.