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Liontrust Investment Partners LLP

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Members of the Sustainable team are represented on the following PRI working groups:

PRI Listed Equity Advisory Committee

PRI Sustainable Palm Oil Investor working Group

PRI SDG and Active Ownership Committee

PRI Global Investor Taskforce on Tax & the PRI Tax Advisory Committee

PRI Cyber Security

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Signatory 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Signatory 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Signatory 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Involved in collaborate engagement and working group on Human Rights. 

          UKSIF & Eurosif
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Members - Continuing heavy involvement in human rights in the supply chain through various investor lead initiatives.  Company sponsorship of some UKSIF events.

          30% Investor Group
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Member of the Investor Group. 


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          The Sustainable Investment team at Liontrust provide what we call a “Sustainable teach-in” to wealth managers and financial advisers two or three times a year. These are designed to be dedicated educational presentations about what is sustainable and responsible investment, the different approaches and what are the potential benefits of sustainable and responsible investment over 2018, the team presented to in excess of 1,200 IFA's . Every presentation we make to our professional intermediary clients and consumers has a strong element of education along with promoting the funds that the team manages.
        

Frequency of contribution

Description

          - We presented and were part of a panel of experts at a CFA Institute conference on integrating ESG into financial analysis. This continues our work with the CFA Society of the UK on proposals to increase the environmental, social and governance (ESG) content of the Investment Management Certificate (IMC) curriculum as a member of the CFA UK ESG working Group.  We believe it is important that all investment professionals receive formal education on ESG risks and opportunities. 
- The Head of Sustainable Investment taught a module in Ecological Economics MSc at Surrey University Centre for Environmental Strategy where the focus was on sustainable investment. 
- Lecture to Sustainability Masters programme at IESE Barcelona.
        

Frequency of contribution

Description

          We took part in a workshop presentation on integrating ESG into financial analysis at the CFA Institute.
        

Frequency of contribution

Description

          The team presents regularly at Liontrust and industry events and conferences to promote the benefits and attractions of taking a sustainable and responsible investment approach. These presentations discuss the different approaches to sustainable and responsible investment and how these approaches can deliver better investment returns over the long-term than mainstream funds while benefiting society. For example, the Sustainable team presented at Liontrust’s Annual Investment Conference in January 2018 to more than 200 intermediaries.
        

Frequency of contribution

Description

          All investment teams regularly publish articles on the What We Think section of our website https://www.liontrust.co.uk/what-we-think/blogs?blogtype=Fund+manager+views.  The Sustainable Investment team writes articles regularly for the media and members of the team are also frequently quoted by journalists within articles they have written. The team writes for national newspapers, the financial trade press and specialist sustainable publications, with articles and comments being published in print and online. Liontrust has a dedicated Twitter channel for the Sustainable Investment team - @liontrustfuture – and we also post articles and comments on LindkedIn. We produce and distribute videos, including one on the UN SDGs.  Examples of articles published in 2018 include: 
 https://www.liontrust.co.uk/what-we-think/blogs/bullish-predictions-on-electric-cars-still-too-conservative
https://www.liontrust.co.uk/what-we-think/blogs/calorie-reduction-targets-lead-drive-towards-healthier-food 
https://www.liontrust.co.uk/what-we-think/blogs/ending-plastic-pollution-an-ocean-of-opportunity 
https://www.liontrust.co.uk/what-we-think/blogs/navigating-gdpr-threats-and-opportunities
https://www.liontrust.co.uk/what-we-think/blogs/calling-for-a-food-and-drink-revolution
https://www.liontrust.co.uk/what-we-think/blogs/Reappraising-the-social-networks
https://www.liontrust.co.uk/what-we-think/blogs/an-ocean-of-opportunity-in-fishing-nets-and-carpets
https://www.liontrust.co.uk/what-we-think/blogs/How-our-themes-are-evolving
https://www.liontrust.co.uk/what-we-think/blogs/Lehman-Brothers-10-years-on-lessons-learnt
https://www.liontrust.co.uk/what-we-think/blogs/assessing-the-social-side-of-ESG
https://www.liontrust.co.uk/what-we-think/blogs/How-we-are-investing-in-a-fast-changing-world 
https://www.liontrust.co.uk/what-we-think/blogs/Europe-acts-to-tackle-single-use-plastics 
https://www.liontrust.co.uk/what-we-think/blogs/Mike-Appleby-Climate-change-measuring-our-CO2-emissions
        

Frequency of contribution

Description

          The Foreign and Commonwealth Office approached us to discuss how the Illegal Wildlife Trade (IWT) is damaging the environment and society and how investors can potentially help combat the trade and the potential future role of investment in funding some of the solutions needed. We went on to attend the first Illegal Wildlife Trade Conference in London and learnt more about this multi-faceted issue and how as investors we can include IWT in our existing engagement priority with companies on Bribery & Corruption (particularly money laundering through banks) as well as engaging with social network platform
        

Frequency of contribution

Description

          The Sustainable Investment team writes articles regularly for the media and members of the team are also frequently quoted by journalists within articles they have written. The team writes for national newspapers, the financial trade press and specialist sustainable publications, with articles and comments being published in print and online
        

Frequency of contribution

Description

          Members of the team are represented on a number of PRI working groups to include PRI Cyber Security, PRI Sustainable Palm Oil Investor Working Group, PRI Global Investor Taskforce on Tax & the PRI Tax Advisory Committee and the PRI SDG and Active Ownership Committee and PRI Listed Equity Advisory Committee.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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