2022 Stewardship Report

We believe that effective stewardship is key to sustainable investing. WTW’s Investments business continues to highlight the power of effective stewardship, as we have done for many years. We recognise the role that we play in the investment industry, and we endeavour to meaningfully contribute to progress in this space. On this page you can find our latest stewardship report, which describes our activities and progress across our global Investments business.

We are pleased to be current signatories of the UK Stewardship Code and have submitted our latest report to the Financial Reporting Council to maintain our signatory status for 2023. WTW supports and recognises the UK Stewardship Code as setting good practice standards in the advancement and implementation of investor stewardship globally.

This year’s report reflects all our Investments business activities – across research, fiduciary management and advisory – and addresses all the principles the Code covers, along with detailed context, activities and outcomes reporting. We have paid particular attention to work undertaken in 2022 and are pleased to share what we see as our meaningful contributions to a more sustainable industry and future for us all.

Highlights of our stewardship activity can be found in the Executive Summary, but for further details, explanation, and case studies we refer you to our full report. Within each we also have dedicated spotlight pages to the following key stewardship areas:

• Net zero
• Diversity, equity and inclusion
• WTW engagement with asset managers
• Our work with EOS at Federated Hermes
• The Thinking Ahead Institute
• LifeSight, WTW’s master trust