Collaborative engagement

We believe that institutional investors like M&G should be willing to act collectively with other UK and overseas investors when it’s in the interests of our clients to do so.

We endeavour to maintain good relationships with other institutional investors and support collaborative engagements organised by representative bodies and others. We are a member of the Investment Association (IA), with many M&G representatives actively participating on IA committees. We have committed to participate in the Investor Forum, which was set up to increase proactive collective engagement.

A range of factors are considered in deciding whether to collectively act with other shareholders including, but not limited to:

  • Whether we can be more effective in our engagement unilaterally or collectively
  • The extent to which the objective of other investors is aligned with our own
  • The potential sensitivity of the issue and the extent to which conversations with the company are confidential

In addition, members of the Corporate Finance & Stewardship team participate on a range of both formal and informal external committees related to broader shareholder issues.

Companies wishing to begin a discussion on collective engagement should contact Rupert Krefting, Head of Corporate Finance & Stewardship (

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

M&G's approach to stewardship

Explore all the ways in which we comply with the UK stewardship code