Castlefield
INSIGHTS In this issue:
Autumn 2024 Issue 16
RETAINING GOLD-STANDARD STEWARDSHIP
STRENGTHENING SAFETY AT THE GYM GROUP
CLIENT CORNER - CHARMIAN KENNER
Castlefield has retained its signatory status to the FRC's Stewardship Code, reflecting our commitment to high standards. - p.2
We discuss our engagement with The Gym Group on enhancing gym safety and supporting the 'Ask for Angela' initiative. - p.5
Author Charmian Kenner discusses her book Revolutionary Partners and her path to ethical investing and fossil fuel activism. - p.6
WELCOME TO OUR AUTUMN NEWSLETTER We hope you enjoyed the summer and a few drier, brighter days. In this latest edition, you’ll see that engagement is a common feature. We’ve included a few recent case examples of some of our active engagement work with investee companies. These cover issues such as increasing safety for women within a gym environment, financial inclusion and how they can use their influence to encourage the green transition. Alongside this, we’re delighted to have retained our status as members of the UK Stewardship Code, following the strict requirements of the Financial Reporting Council. It’s seen as a gold standard in
the industry, and demonstrates that we take stewardship and engagement seriously, so we’re pleased to have retained membership. One common interest that most Castlefield clients share is using their money to do good. Our latest Client Corner piece, features a thoughtful investor and published author, who combines her passion for helping the environment with a drive for enabling change, by campaigning against fossil fuels. My colleague Pooja Shah has recently become a mother. As many parents do, she’s reflected on her own upbringing and has put together five helpful lessons to improve your child’s financial independence.
Alongside this we share some of the recent coverage our co-owners have Nathan Cameron, achieved in the Marketing Manager financial press, including which sectors and stocks may benefit from a Bank of England interest rate cut, the value of an external investment advisory board, and whether the advice industry needs to consider a move away from an 'anti-tax' culture. As ever, we’d be delighted to hear from you if you would like to provide feedback or if you have any suggestions for future pieces. We hope you enjoy this Autumn issue.