The Sustainable Investment team integrates ESG fully into the investment process. Sustainability (ESG), business fundamentals, and valuation analysis on an investee company is conducted by the same analyst/investment manager. The Investment Managers within the team consider all three aspects of our investment process prior to buy or sell decision to ensure robust integrated approach to ESG.
The team has an independent external advisory committee which the team consults regarding its screening practices at meetings that take place three times throughout the year.
The team relies on its own considerable experience in sustainable investing to peer-review stocks through their Sustainability matrix rating at team meetings.
The team currently use Sustainalytics, ISS and Ethical Screening to provide initial analysis of sustainability factors to help us in our ESG analysis. We employ the services of Ethical Screening to validate a potential investment in a company as being in compliance with out publicly stated negative screening criteria.
Liontrust are in the process of engaging an external provider to provide ESG and controversy data for all investment teams. All investment teams receive data on Governance of their holdings supplied by ISS.
Some segregated mandates managed by the other investment teams apply controversial weapons/cluster munition screens.