Aviva Investors

Posted: 23 Mar 2012

See all articles by George Serafeim

George Serafeim

Harvard University - Harvard Business School

Robert G. Eccles

University of Oxford - Said Business School

Kyle Armbrester

Harvard Business School

Date Written: February 15, 2012

Abstract

The case describes Aviva Investors' engagement strategy with companies and stock exchanges to improve its sustainability performance and the flow of sustainability related information to markets. Aviva Investors, a GBP 259 billion fund, is the investment arm of the large British insurance company, Aviva plc. Aviva Investors is committed to sustainability under the leadership of its CEO, Paul Abberley, and head of sustainability research and engagement, Steve Waygood. The case describes Aviva Investors' policies on materiality, engagement, and its corporate responsibility voting policy. It then explores how the company is implementing these policies in the case of a particular company, the FTSE 100 diversified mining company Vendanta, and the Sustainable Stock Exchange Initiative under the sponsorship of the UN Principles for Responsible Investment.

Learning Objective: This case is used to illustrate one type of socially responsible investing, shareholder engagement. Key ideas include engagement with individual companies and engagement with stock exchanges in order to gain greater leverage on engagement activities.

Suggested Citation

Serafeim, George and Eccles, Robert G. and Armbrester, Kyle, Aviva Investors (February 15, 2012). Harvard Business School Accounting & Management Unit Case No. 112-047. Available at SSRN: https://ssrn.com/abstract=2026921

George Serafeim (Contact Author)

Harvard University - Harvard Business School ( email )

381 Morgan Hall
Boston, MA 02163
United States

HOME PAGE: http://goo.gl/q4cJ5A

Robert G. Eccles

University of Oxford - Said Business School ( email )

Park End Street
Oxford, OX1 1HP
Great Britain

Kyle Armbrester

Harvard Business School ( email )

Soldiers Field Road
Morgan 270C
Boston, MA 02163
United States

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