BT's positions and approach

We are committed to providing our customers clear and relevant information and insights about our approach to help them to make informed decisions.

Asset stewardship

As a large investor, we have the power to influence companies through our assets under management and long‐term investment horizon. We achieve this by influencing the responsible practices of companies in which our funds invest, through engagement with companies and exercising voting rights (known as asset stewardship).

For investment options issued by BT entities where BT acts in the role of investment manager:


For investment options issued by BT entities where we act in the role of investment manager, we primarily engage through specialist engagement service providers, specifically EOS at Federated Hermes (Hermes EOS) for global shares and Regnan – Governance Research & Engagement (Regnan) for domestic shares.

You can read more about how these companies approach engagement in the below reports.

International Engagement

Domestic Engagement

Proxy voting

For investment options issued by BT entities where we act in the role of investment manager, we disclose proxy voting records via our proxy voting dashboards, accessed via the links below.

The following document is intended to assist you to select the correct Fund Group in the proxy voting dashboard.


We believe in being transparent in our approach and progress.  This includes regular reporting on our sustainability approach.

Climate-related disclosures

We are committed to providing our customers with clear and relevant information regarding our approach to climate-related impacts. 

Things you should know

The information shown on this site is factual only and does not constitute financial product advice.  Before acting on it, you should seek independent advice about its appropriateness to your objectives, financial situation and needs.  The information may contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, the Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such third party material. To the maximum extent permitted by law, we intend by this notice to exclude liability for this third party material.  The information provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. Information current as at February 2020 ©BT – part of Westpac Banking Corporation.