Community engagement
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
• Wildlife conservation
Liontrust is currently partnering with:
10ticks
Liontrust supports 10ticks to enable them to deliver worksheets and new digital maths education to primary and secondary schools across the UK. 10ticks.co.uk Mental Maths is a fun and engaging online resource designed to help support the instant recall of multiplication and division facts and lots of other mental maths topics with little teacher intervention.
ZSL (Zoological Society of London)
Liontrust has supported the global conservation charity ZSL and its efforts to protect the Asiatic lion from extinction since September 2012. London Zoo is home to a pride of Asiatic lions. An endangered species, there are now just under 900 Asiatic lions remaining in the wild, and their dependency on one singular habitat in northwest India means the big cats are particularly vulnerable to natural disaster or a disease outbreak.
Newcastle United Foundation
Liontrust supports Newcastle United Foundation (NUF) to provide a numeracy programme, Financial Football. This is designed to give primary school children a head start in financial education. The six-week programme has helped to break down any barriers that children face in understanding and learning about numeracy and finance, with the aim of improving children’s understanding of money, as well as giving them the confidence to thrive in school maths lessons.
Liontrust Foundation
The Liontrust Foundation was launched in 2024 as a separate legal entity and initially funded by the Group with two objectives. One is to promote Social Mobility and Entrepreneurship and the other is to promote Conservation and Nature Recovery, with a key focus on supporting underserved communities and initiatives committed to diversity, equity and inclusion (DE&I).
The Foundation undertook a rigorous selection process to choose charities that can have a transformative effect on the communities they serve. The first three charities chosen by the Liontrust Foundation are Social Ark under Social Mobility and Entrepreneurship, and Growing Well and Sea-Changers under Conservation and Nature Recover.
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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Engagement
In 2024, Liontrust’s investment teams undertook 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.
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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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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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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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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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