EXAMPLE PAGE - ANNUAL REPORT - LIONTRUST - Flipbook - Sida 6
Our Sustainability Strategy: Progress
Be a Responsible Investor
We take seriously our role as custodians of client assets.
Liontrust is committed to
2020 Progress highlights
Continued commitment
Environmental, social
and governance (ESG)
initiatives.
During the year, Liontrust:
Liontrust will continue
to assess industry-wide
initiatives, which align
with our values and
purpose.
• signed the Montreal Carbon Pledge.
• endorsed the 2021 Global Investor Statement to Governments on the
Climate Crisis.
• endorsed the Global Investor Statement in support of an effective, fair and
equitable global response to Covid-19.
Providing the tools,
training and resources
to empower all our
investment managers
to consider ESG in
their decision-making
processes.
Including material
ESG factors in our risk
framework.
During the year, Liontrust:
• appointed a Stewardship Manager to lead on our engagement strategy
(outside of the Sustainable Investment team’s strategy).
• continued to provide training and have committed to procuring additional
ESG data to include:
- MSCI Climate Value at Risk
- Impact and UN Sustainable Development Goals (SDGs) models
- Controversial weapons and tobacco screening.
Liontrust has put a framework in place to challenge and support our
fund managers, helping to integrate and enhance stewardship and the
management of sustainability risk for all our clients.
The remit of the Portfolio Risk Committee (PRC) has been updated to
include the oversight of ESG-related risk within the portfolios and we
are putting in place the reporting to enable the Committee to review
regularly controversies, ESG ratings and the climate impact for each of
the funds and teams.
Exercising responsible
stewardship of investee
companies.
During the year, Liontrust:
• published our company-wide Responsible Investment policy, which provides
details of our engagement-led approach and how we manage our
stewardship.
• reported against the FRC Stewardship Code compliance statement.
• reported against the TCFD recommendations.
• reported against the PRI recommendations.
• made progress with investment teams on ESG considerations in the
investment decision making.
• hired a Stewardship Manager to lead our engagement strategy and
enhance our engagement with investee companies.
• voted at 99% of eligible meetings.
6 - Liontrust Sustainability Report 2021
Full list of initiatives is
available on page 36.
Liontrust will continue to
invest in these resources.
A series of training
sessions on the impact of
climate change have been
scheduled for 2021.
Liontrust will continue to
develop and enhance this
risk framework and ensure
adherence.
Liontrust will continue
to exercise responsible
stewardship of investee
companies.