Annual Report

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Annual Report & Financial Statements 2025 (PDF)
Annual Report
Accounts
External Report
March 2025
•
pdf
Review 2024-25 (PDF)
Annual Report
External Report
Report
March 2025
•
pdf
Annual Public Disclosure 2025 (PDF)
Annual Report
Brunel Policy
Accounts
Report
March 2025
•
pdf
Corporate Carbon Footprint Report 2023-24 (PDF)
Annual Report
Report
2023-24
•
pdf

Brunel Policy

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Stewardship Policy (PDF)
Brunel Policy
Policy
2025
•
pdf
Voting Guidelines (PDF)
Brunel Policy
Policy
2025
•
pdf
Annual Public Disclosure 2025 (PDF)
Annual Report
Brunel Policy
Accounts
Report
March 2025
•
pdf
Carbon Reduction Plan (PDF)
Brunel Policy
Climate
Report
October 2024
•
pdf

Case Study

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Stewardship: Shareholder protection
Case Study
Case Study
June 2025
Circular economy: Focus on anti-microbial resistance through public policy
Case Study
Case Study
May 2025
Biodiversity & nature: Nature Action 100
Case Study
Case Study
May 2025
Biodiversity & nature: Royal London Asset Management, UK Water Utilities Engagement Initiative
Case Study
Case Study
May 2025

Climate

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How Brunel and Oaktree collaborate on climate integration (PDF)
Climate
Engagement
Case Study
October 2025
•
pdf
Climate Change Progress Report 2025 (PDF)
Climate
Report
2025
•
pdf
2025 Brunel Climate-related Product Report (PDF)
Climate
Report
Data relating to 2024
•
pdf
Carbon Reduction Plan (PDF)
Brunel Policy
Climate
Report
October 2024
•
pdf

Engagement

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How Brunel and Oaktree collaborate on climate integration (PDF)
Climate
Engagement
Case Study
October 2025
•
pdf
Brunel Active Engagement Statistics Q2 2025 (PDF)
Engagement
Report
Q2 2025
•
pdf
Brunel Active Engagement Statistics Q1 2025 (PDF)
Engagement
Report
Q1 2025
•
pdf
Brunel Active Engagement Statistics Q4 2024 (PDF)
Engagement
Report
Q4 2024
•
pdf

Holdings Report

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Passive Portfolios Q2 2025 (XLSX)
Holdings Report
Report
Q2 2025
•
xlsx
Diversifying Returns Q2 2025 (XLSX)
Holdings Report
Report
Q2 2025
•
xlsx
Emerging Markets Equity Q2 2025 (XLSX)
Holdings Report
Report
Q2 2025
•
xlsx
Passive Conventional Gilts Q2 2025 (XLSX)
Holdings Report
Report
Q2 2025
•
xlsx

Outcomes Report

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Responsible Investment and Stewardship Outcomes 2025 – regulatory mapping (PDF)
Outcomes Report
Report
2025
•
pdf
Responsible Investment & Stewardship Outcomes Report 2025 (PDF)
Outcomes Report
Report
2025
•
pdf
Summary version – Responsible Investment & Stewardship Outcomes Report 2025 (PDF)
Outcomes Report
Report
2025
•
pdf
Summary version – Responsible Investment & Stewardship Outcomes Report 2024 (PDF)
Outcomes Report
Report
2024
•
pdf

Policy Advocacy

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Brunel Response to the UK government consultation on RO scheme – indexation changes (PDF)
Policy Advocacy
December 2025
•
pdf
Response to the FRC Stewardship Consultation 2024 (PDF)
Policy Advocacy
Policy
February 2025
•
pdf
Brunel response to LGPS: Fit for the Future Consultation, January 2025 (PDF)
Policy Advocacy
January 2025
•
pdf
Multi-signatory letter to SEC – a critical initiative to underpin investor protection (PDF)
Policy Advocacy
Letter
October 2024
•
pdf

Stewardship Case Studies

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Biodiversity & nature: Carrefour (EOS), biodiversity impact and dependency assessment
Stewardship Case Studies
Case Study
May 2025
Climate change: Samsung, SBTi Targets
Stewardship Case Studies
Case Study
May 2025
Diversity, equity & inclusion: Bayer, female representation in senior management
Stewardship Case Studies
Case Study
May 2025
Tax & cost, transparency & fairness: Coca Cola, tax strategy
Stewardship Case Studies
Case Study
May 2025

Voting

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Brunel Passive Equities Voting Records Q3 2025 (XLSX)
Voting
Report
Q3 2025
•
xlsx
Brunel Active Equities Voting Statistics Q3 2025 (PDF)
Voting
Report
Q3 2025
•
pdf
Brunel Active Equities Voting Records Q3 2025 (XLS)
Voting
Report
Q3 2025
•
xls
Brunel Active Equities Voting Statistics Q2 2025 (PDF)
Voting
Report
Q2 2025
•
pdf