Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 2
Contents
Welcome
Responsible Capitalism at Liontrust
RESPONSIBLE CAPITALISM: LIONTRUST & HOW THE GROUP OPERATES
History & Purpose
Values & Strategy
Operating philosophy
Business model
Group structure
Governance
Remuneration
Risk management
Climate related risks
Management of conflicts of interest, inside information
Suppliers
Promotion of well-functioning markets (and work with associations)
Review & Assurance
INVESTING, ENGAGEMENT & PROXY VOTING
Sustainable Investment Team
Economic Advantage Team
Multi-Asset Team
Global Fundamental Team
Cashflow Solution Team
Global Equity Team
Global Innovation Team
Global Fixed Income Team
Engagement & escalation
Proxy voting (statistics, guidelines, and significant votes)
4
6
8–10
14–15
16
17
18
18
22
24
27
28–30
31
32
36
38
40
50
57
65
73
76
80
87
92
94
RESPONSIBLE CAPITALISM & LIONTRUST’S COMMITMENT TO
Clients
Net zero
Staff
Communities
100
104
107
111
APPENDIX
Companies that Liontrust’s investment teams engaged in 2022
Liontrust awards in 2022
Net Zero definitions
112
122
123
REFERENCES TO THE STEWARDSHIP CODE PRINCIPLES
123
LIONTRUST REPORTING CRITERIA ON SELECTED ESG METRICS
128
2 - Responsible Capitalism Report 2022