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We believe that sustainability is an important part of addressing the needs of our clients. This starts with fostering an inclusive culture and acting with integrity. We therefore aim to operate sustainably, provide a welcoming and equitable workforce and invest responsibly.
We seek to protect our clients’ investments from risks, and to capitalise on opportunities to increase their wealth. These risks and opportunities include environmental, social and governance (ESG) related issues, which can arise from how entities in our investment universe interact with their stakeholders, and the societies and environments in which they operate.
Our approach to responsible investment is to integrate the evaluation of financially material ESG factors within our investment research process and to reinforce the focus on material ESG issues through active engagement with investee companies.
Reviewing ESG factors can provide an additional information set, and more holistic perspective, from which the credibility of an investment case can be judged. Being an active investor allows us to make judgements on the financial materiality of idiosyncratic and systemic ESG risks and opportunities for our investments.
We complement these additional information sets with thematic research focused on the ‘Just Transition’: the simultaneous shift to an economy that is lower carbon, more sustainable and preserves, if not improves, biodiversity and our current climate, while protecting workers’ rights, and improving livelihoods and economic fairness.
When engaging our aim is to influence corporate behaviour and mitigate against potential investment risks in order to promote long-term value for the benefit of our clients, people and the planet. We can engage with a broad range of stakeholders on risks and opportunities identified through our investment research. We can collaborate with peers in investor initiatives to maximise the impact we can have as investors.
We closely monitor forthcoming voting resolutions of the core holdings we invest in and vote via proxy or by attending general meetings. We focus our voting predominantly on securities within our equity core list and alternatives model.
We have developed voting principles which reflect our convictions on best practice corporate governance based on our expertise and experience. Our analysts and investment managers on our Voting Panel determine the best way to vote for our discretionary holdings that reflects shareholders greatest interests.
More details of our progress on ESG integration across investment types, engagements and voting can be found in our annual Stewardship and Responsible Investment Report and our Stewardship and Responsible Investment Policy.
Our product offering caters to clients who wish to further align their investments to their needs and values. We offer Sustainable Funds, a Socially Responsible Investment Service, and ethical screening within our Bespoke Investment Management Service.
We believe that to manage our clients’ capital responsibly, it is important to be aware of, and respond to, the material risks presented by climate change. To strengthen our approach we want to make our progress measurable and hold ourselves to account, which is why we have made a commitment to the Net Zero Asset Managers initiative.
In line with our regulatory reporting obligations and desire to be transparent in fulfilling our commitments, in June 2024 we published our Task Force on Climate-related Financial Disclosures (TCFD) Aligned Entity Report. We also published product-level disclosures aligned with TCFD recommendations, which can be found on the respective product landing pages.
We believe in the importance of collaboration, both internally and in the wider investment community. We are involved in a variety of industry initiatives and engaging with these will enable us to share insights with our peers and investee companies while we embark on a journey of change towards a more sustainable future together.
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In January 2023 we published a thought piece on a sustainable energy transition.
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.