We’re pleased to invite you to an exclusive webinar exploring the evolution and future of responsible stewardship as we celebrate 25 years of reo®, our responsible engagement overlay service. This webinar will be comprised of two sessions, with time for a Q&A with our speakers at the end. Session 1: From Niche to Necessity – The Evolution of Stewardship Vicki Bakhshi, RI Strategist at Columbia Threadneedle, reflects on 25 years of corporate engagement and the rise of stewardship as a key investment discipline. Learn how financial materiality has consistently driven effective strategies, even in volatile political and market environments. Through real-world examples, Vicki will showcase impactful engagement approaches and offer practical guidance for navigating today’s ESG challenges - grounded in fiduciary duty and value creation. Session 2: Materiality Matters – Staying the Course Through Political Headwinds Elizabeth McGeveran, a member of our Responsible Investment Advisory Council (RIAC), explores how financial materiality remains central to effective stewardship, regardless of political shifts. Drawing on over 20 years of investment experience, Elizabeth will trace the evolution of materiality analysis from regional roots to globally relevant practices. Through practical examples, Elizabeth will show how companies focus on sustainability factors that drive long-term value—regardless of despite shifting narratives. The session will cover how to identify material sustainability issues, maintain analytical integrity, and use engagement to uncover key value drivers.
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