Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 63
Third-party ESG data
The team explores holdings’ ESG data in Morningstar and
Style Analytics. However, the Multi-Asset team recognises
the inconsistency between ESG ratings agencies and their
backward-looking scores and, therefore, uses any ratings for
additional information and in conjunction with their qualitative
research on underlying fund manager processes, governance
and implementation. The Multi-Asset team does not place undue
credence on any scores themselves.
Controversial weapons policy
The Multi-Asset team adheres to Liontrust’s controversial weapons
policy.
Alignment with Liontrust’s Net Zero commitment
At the time of publication, the Multi-Asset team could not commit its
funds to Liontrust’s net zero commitment due to a lack of carbon data
for third-party funds. The team is eager to support Liontrust’s net zero
commitment, however, and is looking for ways to get carbon data
about its sub-managed funds to enable it to support this target.
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