The Oxford Sustainable Finance Group and ShareAction convened an invitation-only symposium at Balliol College, Oxford, bringing together a select group of leaders from across the capital markets. The theme – Stewardship in Turbulent Times – could not have been more timely, as economic, environmental, and geopolitical uncertainties continue to reshape the investment landscape.
The gathering was designed as a closed-door forum for candid, forward-looking dialogue. Under the Chatham House Rule, participants engaged in rich conversations about the evolving responsibilities of institutional investors and the frameworks guiding their actions.
Key Themes Explored
Throughout the day, participants explored:
- The role of asset owners in setting stewardship expectations and rewarding robust performance in the asset management sector.
- Litigation, legislation and regulatory developments across jurisdictions that are redefining the scope and limits of fiduciary duty.
- Implications of the FRC’s revised UK Stewardship Code for market behaviour, reporting and accountability.
The day concluded with a reception and dinner at Balliol College, a fitting setting for conversations that will continue to shape the future of responsible investment.