Liontrust Responsible Capitalism Report 2021 - Flipbook - Page 9
HISTORY OF SUSTAINABLE FUNDS, ESG INTEGRATION, AND
RESPONSIBLE CAPITALISM AT LIONTRUST
Liontrust’s involvement in sustainability and ESG has evolved over the
years. Liontrust’s Economic Advantage team has always incorporated
the analysis of corporate governance issues of the stocks in
which it invested into its investment process. Another approach to
sustainability came with the Sustainable Investment team joining as
part of Liontrust’s acquisition of Alliance Trust Investments in 2017.
In 2020, Liontrust’s Sustainability and Stewardship Committee (now
called the Responsible Capitalism Committee) was established
and continues to be chaired by CEO John Ions. A Sustainability
Working Group was also formed to carry out the decisions of
the Committee. A three-strong Stewardship team managed
engagement, proxy voting, responding to client questionnaires,
and reporting on Liontrust’s sustainability-related work.
2010s
2010 Adrian Collins becomes Chair
2010 John Ions becomes Chief Executive
2011 Liontrust acquires Irish fund range
2013 Multi-Asset team joins through acquisition of
North Investment Partners
2014 Liontrust joins FTSE Small Cap Index
2015 Liontrust sets up a Luxembourg base
2017 Sustainable Investment team joins through
the acquisition of Alliance Trust Investments
2017 Liontrust opens Edinburgh office
2020s
2020 Acquires Architas UK Investment Business to
expand Multi-Asset proposition
2020 Liontrust enters the FTSE 250 index
2021 Liontrust won three major group awards
in the same year: Group of the Year at
Investment Week’s Fund Manager of the
Year Awards; Asset Manager of the Year
at the Financial News Asset Management
Awards; and Best Fund Group at the
Shares Awards
2022 Global Fundamental team joins through
Majedie Asset Management acquisition
2018 Liontrust forms Global Fixed Income team
2019 Global Equity and Global Innovation teams
join through the acquisition of Neptune
Investment Management
2019 Alastair Barbour becomes Chair
Responsible Capitalism Report 2022 - 9