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People, Planet and Society

Urban renewal Environment
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Our approach and commitments

One of the key strategies of Liontrust is to be a responsible company and investor. This is reflected in the purpose of the business, which is to enable investors to enjoy a better financial future.

We are committed to integrating sustainability appropriately throughout the business. This includes publishing our Responsible Investment policy, which can be found on this page and provides details of our engagement-led approach and how we manage our stewardship at both the company level and for individual investment teams.

Liontrust has made significant progress in the sustainability of our business and in the Responsible Capitalism Report 2023, which can also be found on this page, we outline the successes, where we need to do more and our priorities for the year ahead.

Through the headings below, you can read our approach and commitment to being a responsible investor; climate change and the environment; people, diversity and inclusion; human rights; and being a good corporate citizen. You can also find our policies in each of these sections, including the PRI Assessment Reports, voting records and the ESG commitments that Liontrust has signed up to. 

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.

Download

The ESG Integration policy provides details of our engagement-led approach and how we manage our stewardship at both Group level and for individual investment teams.

Download

This PRI assessment report is based on activities conducted and processes in place for Liontrust for the calendar year 2020.  This assessment report should be read in conjunction with the transparency report below. No reporting took place for the 2021 calendar year. You can also find historical reports below.

2021

Download PRI Assessment Report

Download PRI Transparency Report

2020

Download PRI Assessment Report 

2019

Download PRI Assessment Report

How to be a responsible investor

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.
Find out more
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

Liontrust believes that a diverse workforce promotes innovation and growth through independent thinking and new ideas, as well as engaging existing and prospective employees, partners and clients.
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Being a 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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Upholding 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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Equal opportunities

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