Liontrust Responsible Capitalism Report 2022 - Flipbook - Page 14
Equal Opportunities and Diversity
Social Diversity
Social Diversity feeds into several key areas of Human Resources.
From requesting gender-balanced shortlists from recruitment
agencies, annual training in equality and diversity and running an
annual internship programme to create opportunities to those who
cannot easily access jobs within financial services.
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managers and staff to enhance
skills, attitudes and behaviours
that aid their ongoing growth and
development as well as the overall
performance of the business.
In addition, Liontrust is committed to community engagement, including
through volunteering at a London homeless shelter and our financial
education project. We also offer paid time off for volunteering.
The Mentoring programme is being
created to respond to a company need and following the recent
rapid growth of Liontrust including through acquisitions such
as Alliance Trust Investments in 2017 and Neptune Investment
Management in 2019.
Mentoring Programme
Liontrust will be introducing a new Coaching and Mentoring
Programme in 2020. The programme will focus on supporting
Full training will be provided to those who will be mentoring.
Learning and Development
People are a key part of our business and the stability of our investment and operational
expertise is critical to our success. The company takes appropriate steps to manage
expectations and minimise the loss of good quality staff.
Any departure of significant personnel, especially one of our fund
management teams, may result in a loss of funds under management.
Liontrust believes building and maintaining our distinct culture as
well as providing a good working environment is key to the future
success of our business and the engagement and retention of its
staff. To achieve this, we invest in our people, including through
training and qualifications.
We encourage employees to take responsibility for their own
development, working with their line managers to devise personal
development plans to support their individual aspirations, consistent
with Liontrust’s objectives. During the year to 31 March 2020, we
provided formal internal training that included:
• Presentation and communication skills
All employees receive formal performance assessments and
objective setting reviews with their managers bi-annually. This
enables management to measure the employee’s performance
against agreed objectives and Liontrust’s values to inform decisions
on remuneration, career development and future progression.
All business areas invest in their teams through role-specific
qualifications including CISI Level 6 Diploma in Investment
Compliance in compliance and IMC and the CFA qualifications in
fund management. We also invest in role specific technical training
beyond qualifications.
Additional formal external training to support and develop staff
include:
• Certificate of Quantitative Finance
• Executive level coaching
• Manager boot camp training
• 1:1 coaching
• Coaching
• Bond training
• Advanced Corporate Credit Analysis
• Microsoft Office – Beginner, Intermediate and Advanced Excel
• Step Up to leadership
• Line management training
• Adobe InDesign training
• Investment industry awareness
• Illustrator, InDesign, Photoshop
• Mandarin Chinese lessons
14 - Liontrust Sustainability Report 2020