The Global Stewardship Resourcing Survey

Survey release

We are launching a global campaign, in partnership with the Principles of Responsible Investment (PRI), to provide thought leadership and inform best practices on issuer and macro-system-level stewardship, as well as to develop a calculation methodology enabling desired levels of stewardship resources to be benchmarked. As part of this joint TAI/PRI project, we are collecting stewardship-resourcing data from the investment industry, via a Global Stewardship Resourcing Survey (GSRS), to gain a deeper understanding of current stewardship practices, resourcing and key stewardship costs. The data will serve as the foundation for establishing voluntary guidance on the desired level of resources that our industry should consider allocating to stewardship activities. The findings of this project will be published in a report later this year and we would be delighted to discuss them with you then.

The request: Please complete the ten-question (20+ data points) GSRS here before Friday 30 June. A PDF version of the survey can be found here for your convenience. The survey may require input from multiple individuals within your organisation, as such there is an option to share it with colleagues. While some questions may be challenging to answer precisely, we encourage you to provide ballpark estimates. And even if you cannot respond to all the questions, please still submit the survey, as your input is valuable and will contribute to the overall insights. The aggregated results and findings will be shared with participating organisations at a specially convened event, with further details following in due course. Do note that any data gathered will remain confidential and will not be utilised for performance evaluation or assessment.

About the Thinking Ahead Institute

The Thinking Ahead Institute was established in January 2015 and is a global not-for-profit investment research and innovation member group made up of engaged institutional asset owners and service providers committed to changing and improving the investment industry for the benefit of the end saver. It has over 55 members around the world with combined responsibility for over US$16 trillion and is an outgrowth of WTW Investments’ Thinking Ahead Group, which was set up in 2002.

About WTW

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance.

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