Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 12
Purpose component
Defined as / how this links to Group strategy
Performance in 2022
Performance in 2022
Successful
Liontrust is associated with and participates in
a number of activities, groups, and functions
supporting the financial sector and industry. For a
list of these participations and associations, see
pages 33–36 and 111 of this report.
SOCIAL RETURN
For stakeholders
Contributing to the financial community.
Link to strategy: Being a responsible investor
and company is a strategic pillar and one that
requires Liontrust play its part to help markets
operate efficiently.
Investing in companies helping to solve social
issues.
Link to strategy: Being a responsible investor
and company is a strategic pillar which involves
the improvement or enhancement of the world
around us.
Successful
Respecting human rights in business and in
Group investments.
Link to strategy: Being a responsible investor
and company is a strategic pillar which involves
understanding what the Group owns on behalf
of clients.
Successful
Liontrust’s Sustainable Investment team, which
manages approximately one-third of Liontrust’s
AuMA, seeks to generate strong returns from
investing in companies aiming to deliver profits
through positive social and environmental
impacts. The fund managers look at the world
through the prism of three mega trends – Better
resource efficiency (cleaner), Improved health
(healthier) and Greater safety and resilience
(safer) – and then 20 themes within these (see
pages 40–49 for more information).
Investments: Some of Liontrust’s investment teams
assess the risk of human rights abuses in their
investments (this may be done through the team’s
ESG risk factors, third party research data on
human rights and controversies, and/or through
materiality assessments).
PLC: Liontrust also endeavours to guard against
human rights abuses in its supply chains. Business
partners may be subject to various forms of
vetting. Liontrust’s statement on human rights is
published at: www.liontrust.co.uk/aboutus/
corporate-sustainability/human-rights
Involvement with and support for local
communities.
Link to strategy: Being a responsible investor
and company is a strategic pillar which involves
community engagement programmes.
Liontrust undertakes a number of activities that
support local communities. These include:
Successful
• Financial education
• Wildife conservation
• Opportunities for young people
(See page 111 for more information).
12 - Responsible Capitalism Report 2022