Liontrust seeks client feedback and views to ensure our communications and services are appropriate and as helpful and effective as possible. These include:
• Client surveys, with professional clients and retail investors
• Market research with professional advisers and retail investors
• Evaluating our communications, reporting and educational content with a consumer panel of retail investors
• Using pop-up questions on fund pages of the Liontrust website to ask retail investors, among other questions, if they can find the information they are looking for and do they have all the information required to make an investment decision
• Seeking feedback from professional clients on our communications, fund updates, reporting and service
• Analysing customer journeys on the Liontrust website and the success of our digital communications
Consumer panel
Liontrust is a member of an industry consumer panel along with other asset managers. This provides us with the opportunity to test our communications, content, reporting and educational content with a panel of retail investors. Sharing the panel with other asset managers enables us to enhance the level of feedback and insights we can gather; this is because we get the views of retail investors on our material and those of our peers. Among the material we have tested are educational literature, fund manager articles and videos, and a Consumer Facing Disclosure document for funds with a SDR label.
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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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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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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