People, Planet and Society

As active investors, Liontrust’s fund management teams continually make decisions to add value over the long term for all our clients. There are many other ways in which Liontrust has responsibilities to investors, employees, stakeholders, the planet and society through the decisions we make every day.

This section of the website discusses these responsibilities and how we carry them out. These responsibilities range from engagement with the companies we invest in, through commitments to net zero, DEI (Diversity, Equity, Inclusion) and the well-being of employees, to contributing to the financial services industry and our community,

Liontrust is making significant progress across these different areas of responsibility. Our investment teams undertook a total of 817 engagements with companies in 2024, engaged with 472 different entities and cast 11,337 proxy votes (representing 97.19% of votable proposals). Liontrust has developed further the DEI strategy and moved forward on net zero commitments (including to achieve net zero greenhouse gas emissions by 2050 across its business and investments). Liontrust has also played its part in the wider financial community, feeding back on consultations and contributing expertise and support on a number of important issues.

Through the headings below, you can read our approach and commitment to the planet, people and society. 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.