Liontrust Assessment of Value Report - Flipbook - Page 12
Sustainability
We are committed to managing Liontrust responsibly to ensure we have a positive
impact on investors, stakeholders and society.
Liontrust is focused on treating all clients fairly, meeting investors’
expectations and ensuring the company’s objectives are aligned
with those of our stakeholders.
• Developing enhanced reporting of ESG-related information
Sustainability has been rising up the agenda and there will continue
to be even greater interest in and focus on this as a result of the
Covid-19 pandemic as the need for a cleaner, healthier and safer
world has become ever more apparent.
Playing our part on climate change
We have experienced and benefited from growing demand since
our Sustainable Investment team moved to Liontrust on 1 April
2017. The team’s assets under management and advice (AuMA)
have grown from £2.5 billion to £7.5 billion (as at 30 September
2020) and comprise 36% of the company’s AuMA.
Liontrust is focused on embedding sustainability throughout the
organisation and ensuring that we are a responsible company and
investor. Liontrust is committed to this because it will benefit our
clients, stakeholders and society.
Liontrust has achieved an A+ Rating from Principles for Responsible
Investment (PRI) for Governance and Strategy and an overall A
Rating for our direct and active ownership modules.
The Liontrust Sustainability Report 2020, which is available on
our website, shows how we are building sustainability into our
business and our plans for being a responsible and transparent
investor, employer and good corporate citizen.
Being a responsible investor
Liontrust is committed to:
• Environmental, social and governance (ESG) initiatives
• 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
• Exercising responsible stewardship of investee companies
• Engaging where we have concerns and to push for positive change
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• Showing the positive impact our investment management
activities have on our clients and wider society.
All businesses need to make a concerted and meaningful change
to understand where their greenhouse gas emissions come from
and how to reduce their emissions to ensure that the average
global temperature rise stays within a manageable level.
Liontrust is committed to:
• Disclosing our scope 1 and 2 emissions
• Disclosing scope 3 emissions including those of our key outsourced
providers, travel and the emissions of our investments.
Developing a diverse and talented staff
Liontrust is committed to:
• Promoting diversity across the company as we believe this
enhances the performance of businesses and leads to better
decision making
• Providing staff with opportunities to develop their capabilities
and career
• Increasing the engagement of staff
• Ensuring the desired work-life balance, health and well-being of
our staff.
Being a good corporate citizen
We are continuing to develop our community engagement
programme that is focused on financial education, helping the
homeless and wildlife conservation.
Liontrust is committed to:
• Launching the Liontrust Foundation. The Foundation will be funded
by Liontrust to promote positive change in the wider community
and provide educational and employment opportunities to
underprivileged communities.