We have been working to provide each team with the information and support to allow them to integrate ESG, ensuring their investment processes are enhanced and complemented by this work rather than imposing a centralised solution.
We are committed to continue our work on achieving the following:
- enhancing our ESG data and analytics for all our investment strategies
- training our staff in our sustainability
- investing in our company engagement capacity and resourcing
- disclosing how we integrate sustainability in each strategy and across the company
- increasing our reporting for funds on their ESG and climate characteristics
- improving our aggregated company reporting
FTSE4Good
FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Liontrust has been independently assessed according to the FTSE4Good criteria, and has satisfied the requirements to become a constituent of the FTSE4Good Index Series. Created by the global index provider FTSE Russell, the FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE4Good indices are used by a wide variety of market participants to create and assess responsible investment funds and other products.
CCLA Corporate Mental Health Benchmark
We are delighted to be part of the investor coalition for the CCLA Corporate Mental Health Benchmark. The benchmark evaluates the largest UK-listed companies, with more than 10,000 employees, on their mental health disclosures.
We are also a signatory to the UK Stewardship Code.
Policies and reports
The Liontrust Responsible Capitalism Report 2023 explains how we are developing and enhancing our approach to sustainability and stewardship in both the investments that we manage and across our business.
Our approach and commitments
Climate Change and the Environment
We believe climate change will be a defining driver of the global economy, society and financial markets in the future, and that investors will be unable to avoid the impacts of this.
Find out more
Diversity and Inclusion
We are proud of the people who work at Liontrust and we invest in their training, qualifications and development as part of our strategy to retain talented fund managers and employees.
Find out more
Good Corporate Citizen
We seek to be a responsible company and are committed to contributing to and benefiting the wider society.
Find out more
Human Rights
Liontrust’s policies are consistent with internationally recognised human rights principles such as the UN Global Compact. We comply with applicable human rights legislation in the countries where we operate.
Find out more
People
Liontrust’s assets are our people. We pride ourselves on the quality of our people’s knowledge and ability and therefore their positive impact on clients, investors and stakeholders.
Find out more
