Liontrust Responsible Capitalism Report 2022 - Flipbook - Page 27
UN Principles for Responsible Investment
Liontrust became a signatory to the PRI in 2018 and reported for the first time for the year
ending 31 December 2018 in which it assessed the company’s wider approach to the PRI’s
six responsible investment principles.
Liontrust’s Sustainable Investment team was one of the founding
members of the PRI in 2006.
The Principles are voluntary and aspirational. They offer a menu
of possible actions for incorporating ESG issues into investment
practices across asset classes. Responsible investment is a process
that must be tailored to fit each organisation’s investment strategy,
approach and resources.
2019 Assessment Results
Principle 1
A+
for Strategy &
Governance
We will incorporate ESG issues into investment analysis and
decision-making processes.
Principle 2
We will be active owners and incorporate ESG issues into our
ownership policies and practices.
Principle 3
A
Listed Equity –
Incorporation
We will seek appropriate disclosure on ESG issues by the entities
in which we invest.
Principle 4
We will promote acceptance and implementation of the Principles
within the investment industry.
Principle 5
A
A
Listed Equity –
Active Ownership
Fixed Income
We will work together to enhance our effectiveness in implementing
the Principles.
Principle 6
We will each report on our activities and progress towards
implementing the Principles.
Our 2019 transparency report is available on our website
https://liontrust.co.uk/transparency-report
Liontrust Sustainability Report 2020 - 27