Engagements in focus

BP

We met with BP at the beginning of February, primarily to discuss the previous quarter’s performance and full year results for 2022.

SONY

In 2020, the Australian Strategic Policy Institute published a report that identified 82 brands allegedly linked to so-called labour transfer programmes of Uyghur and other ethnic minority citizens.

ACADEMEDIA

Sweden’s largest operator of independent schools, with operations across Europe. We met with the company’s management and discussed the importance of emphasising AcadeMedia’s social licence to operate, which we believe is compelling.

TITAN CEMENT

Cement is used to make concrete, needed to support population growth, economic development and the infrastructure critical to addressing climate risk. No doubt substitutes will emerge in certain applications – such as cross-laminated timber – but it is hard to imagine complete disruption from any combination of materials at present.