Liontrust recognises that good governance & stewardship, sustainability and social impact is important to stock selection and longer term performance. Liontrust investment teams take a holistic approach that aims to include any information in our investment decisions that could be material to investment performance which includes ESG factors - these factors are taken into account as there is a recognition that they may have a material effect on the returns delivered to clients. There are a number of core principles we apply across the whole of our fund range, these include:
A minimum standard of governance and behaviour of what we expect from companies we invest in;
- Support from a central Governance and Stewardship team;
- A commitment to the FRC’s Stewardship Code;
- Active voting in line with clearly articulated voting policies.
Liontrust have a single specialised Sustainable Investment Team who, as at the 31st December 2018, manage over 30% of Liontrust's AUM. The Sustainable Investment Team fully integrate ESG issues into their investment process, taking a thematic approach to identify investment opportunities that are making a positive contribution to society (environmental, social and governance (ESG) factors).
Liontrust signed up to the PRI in April 2018, however the Sustainable Investment team have been signatories for a number of years and 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.