Policy Templates
Ready-to-adapt stewardship policy templates, drafted per jurisdiction — a professional starting point you can tailor to your firm. Free with your work email.
Engagement Policy
How the firm engages investee companies — objectives, prioritisation, methods, escalation and how outcomes are monitored — aligned to the applicable stewardship code.
Proxy Voting Policy
Voting principles and market-specific guidelines across director elections, remuneration, capital, auditors and shareholder proposals — with local governance expectations built in.
Conflicts of Interest Policy
How the firm identifies, prevents, manages and discloses conflicts of interest arising in stewardship, engagement and proxy voting.
Stewardship Reporting Policy
How stewardship activity and outcomes are recorded and reported to clients and regulators, and how the firm meets stewardship-code disclosure expectations.
These templates are drafting starting points for institutional stewardship teams, not legal advice. Review and adapt each policy to your firm's structure, mandates and regulatory obligations, and take professional advice before adopting. engage insights maintains and versions your live policies inside the platform.