As active fund managers, Liontrust’s investment teams meet and engage with current and prospective investee companies each year. In 2024, Liontrust’s investment teams undertook:
• a total of 817 engagements with 472 different companies spanning a range of issues, including those that are ESG-related and material in the view of the teams’ investment processes.
Purpose of engagement
Liontrust’s investment teams undertake engagement with companies (or with fund managers in the case of the Multi-Asset team) in part to:
• Understand the financial, operational and/or governancerelated status and issues of the investment(s)
• Follow up, express concern and/or provide feedback to holdings on specific issues and/or on their management of specific issues/areas
• Encourage holdings to take specific (or general) steps to manage critical issues, events and/or exposures better Engagement may also be undertaken with government, government bodies, NGOs, or other groups or associations in the financial sector for the purpose of:
• Maintain and/or improve the (longer-term) value of the holding
• Supporting or explaining concerns around a particular regulatory requirement or proposal
• Finding out how the market, in general, is responding to particular regulatory changes or frameworks
Discussion topics
The investment teams’ engagements with current or potential holdings in 2024 covered a range of topics, including financial performance, balance sheet strength, group strategy, remuneration, board structure, climate change, energy transition, supply chain oversight, human rights and other financial and/or ESG-related issues. Liontrust also published by topic some of the engagements undertaken by its investment teams.
Our approach and commitments
Associations and initiatives
Liontrust works across multiple areas, including financial, ESG and stewardship, to help markets function more smoothly and effectively. Liontrust supports industry initiatives including on transparency, stewardship, and risk and opportunity assessment.
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Climate change and net zero
Liontrust is committed to achieving net zero greenhouse gas (GHG) emissions by 2050 across its business and investments. This commitment covers the Group’s business operations and investments.
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Investment beliefs and processes
Liontrust’s investment teams engage their holdings on the issues material to their distinct investment process, including those that are ESG-related. Investment teams also vote their own proxies, in line with their investment processes and philosophies.
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Understanding client needs
Liontrust seeks client feedback and views to ensure our communications and services are appropriate and as helpful and effective as possible. Liontrust is a member of a consumer panel to test our communications, content, reporting and educational content.
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DE&I
Liontrust is committed to building a workplace that fosters diversity, equity and inclusion for its staff. Liontrust undertakes the following events/efforts as part of raising awareness for DE&I.
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Good corporate citizen
There are three key objectives that Liontrust aims to achieve through the Liontrust community engagement programme: Raise financial awareness and literacy throughout society; Provide opportunities for young people; and Wildlife conservation.
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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
Liontrust seeks to foster an environment in which all employees are engaged and empowered to participate actively in the business, to help achieve the Company’s purpose and strategic objectives, and to act according to its values.
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