Guidelines for fund management companies’ shareholder engagement

The following Guidelines apply to the Association’s member companies. The management duties of fund management companies include representing the funds, on behalf of the unit holders, on owner issues with the aim of protecting the joint interests of the unit holders.

Corporate governance involves allocation of roles and responsibilities between owners, the board of directors and company management. Shareholder engagement refers primarily to the relationship between a company’s owners and its board, and can be defined as the owners’ way of exercising influence and control. The Guidelines for shareholder engagement are limited to the fund management companies’ roles and responsibilities as owner representatives for the fund unit holders.

Guidelines for fund management companies’ shareholder engagement 2019 (pdf 266kB)