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A responsible investor

Liontrust recognises that environmental, social and governance (ESG) potentially has a material impact on the future success of our investments and on the returns generated by businesses. We continue to develop our responsible investment activities across all our fund management teams.
We have committed to integrating sustainability appropriately throughout the business, which includes publishing our Responsible Investment policy. Each fund management team takes its own approach to integrating ESG factors into their investment process. Liontrust is a signatory to the PRI, a UN supported network of investors, which works to promote sustainable investment through the incorporation of environmental, social and governance (ESG) factors into investment decision-making. 

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

Science-based Targets

We’ve set near-term science-based targets to show our commitment to reducing emissions in line with the Paris Agreement goals. We commit to:

 

  • Reduce absolute scope 1 and 2 GHG emissions 42% by 2030 from a 2022 base year.
  • 52% of our listed equity and corporate bond portfolio by market value setting SBTi validated targets by 2027 from a 2022 base year.

We are delighted that the SBTi has approved Liontrust Asset Management’s near-term science-based emissions reduction targets.

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.

Investor Relations

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.

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2023

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2022

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2021

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2020

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2023

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2022

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2021

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2020

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2019

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United Kingdom (FTSE Small Cap and AIM) Proxy Voting Guidelines

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Europe Proxy Voting Guidelines

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Voting Policy – Rest of the World

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Voting Policy – US & Canada

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Our approach and commitments

Climate change

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.

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Diversity

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.

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Good corporate citizen

Good Corporate Citizen

We seek to be a responsible company and are committed to contributing to and benefiting the wider society.

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Human rights

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.

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People

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.

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