Liontrust Responsible Capitalism Report 2021 - Flipbook - Page 34
Association
What the associated Group
does (and date joined by
which Group entity)
Specific action / component
Liontrust’s involvement
in 2022
Outcome /Evaluation
IIGCC (Institutional Investor
Group on Climate Change)
(Liontrust Investment Partners
LLP joined in 2022.)
IIGCC Policy Advisory
Group member –
overarching strategic
oversight on climate policy.
Participated in this
working group.
Helped by contributing to
wider market discussions
on what is reasonable to
expect from asset managers
on net zero targets,
engagements, etc.
IIGCC UK Taxonomy
Participated in this
Working Group – focuses on working group.
feeding back to the GTAG to
help investors and financial
market participants have
clarity on how companies
are seeking to move towards
a more sustainable level of
performance and to help
inform investment decisions
and accelerate transition
finance.
May 2022 – the 2022
Global Investor Statement to
Governments encouraging
governments to ensure their
targets are in line with
limiting global temperatures
to a 1.5°C rise.
The Investor Agenda and
its seven founding partners
(including IIGCC, PRI, and
CDP of which Liontrust
is a signatory/member)
sponsored this statement,
which Liontrust supported in
2021 and 2022.
Liontrust lent its support to this
effort.
• FCA – Financial Conduct
Authority - regulates
financial services firms and
financial markets in the UK
FCA’s consultation paper
(CP) on sustainability
disclosures requirements
(SDR) and investment labels.
Fed back on consultation
through multiple channels
(IIGCC, IA, etc).
Helped by contributing to
wider market discussions
on what is reasonable to
expect from asset managers
on sustainable investments,
engagements, and reporting.
NZAMi (Net Zero Asset
Mangers’ initiative)
(Liontrust joined in 2022.)
Bi-Annual Signatories
Attended this meeting.
meeting in September 2022.
PRI (Principles for
Responsible Investment)
(Liontrust Investment Partners
LLP joined in 2018)
PRI’s letter calling on the SEC
to require all publicly-listed
US companies to include
carbon-related disclosures in
their registration statements
and periodic reports.
May 2022 – Liontrust signed Liontrust supported these
the letter sponsored by the
efforts.
PRI inviting its signatories to
support the SEC’s reporting
changes (which were set out
in March 2022).
PRI’s letter calling on the SEC
to proceed with finalising
reporting requirements for
climate-related disclosures.
October 2022 – Liontrust
signed the PRI sponsored
letter to reinforce support for
the SEC’s proposed changes
which were facing resistance
in the US.
FCA
Participated in the FCA’s
cost-benefit analysis exercise
for SDR.
UN PRI Just Transition Investor Liontrust’s Sustainable
Working Group, which
Investment team participates
works to promote a just
in this working group.
transition, socially, in the
energy transition.
IEN (Intentional Endowments
Network)
A US-based group focusing
on family offices and
universities. (Member since
2020.)
34 - Responsible Capitalism Report 2022
Corporate Engagement
competition hosted by IEN
for university students (April
2022).
Participated in this event to
lend support to NZAMi.
Helped by lending support to
this group and its efforts.
Liontrust participated as a
Helped share real world
judge for student submissions experience and information
in this competition.
on ESG considerations
in investment to current
university students.