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Liontrust Investment Partners LLP

PRI reporting framework 2019

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

The Liontrust Board regularly review objectives for its responsible investment activities. The acquisition of Alliance Trust Investments Sustainable Investment team in 2017 year has brought in additional, specialist resources to increase our commitment to integrating ESG factors into our investment processes and we now have an experienced team working across asset classes and geographies as well as a dedicated governance and stewardship manager. Sophia Tickell joined the Board as a Non-Executive Director in October 2017. Sophia is founding partner of healthcare, energy, climate change and finance think tank Meteos Limited, and a writer, facilitator and advocate with more than 15 years of experience working with asset managers and corporate executives to improve their appreciation of societal expectations and environmental constraints. Over a third of our assets under management fully integrate ESG issues into their investments and we continue to develop and launch new funds to meet client demand for a more sustainable investment approach.

Liontrust signed up to the PRI in April 2018, the Sustainable Investment team have been signatories for a number of years, members of the Sustainable Investment 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. We also collaborate with other investors on other initiatives such as the 30 percent Investor Group. Liontrust plc are signatories to the Carbon Disclosure Project (CDP) and members of UKSIF (UK Sustainable Investment & Finance Association). Liontrust is committed to the Financial Reporting Council's Stewardship Code. In late 2018, Liontrust became supporters of the Taskforce on Climate related Financial Disclosures (TCFD).

We continue to work on providing all our investment teams with more and better ESG data to include in their investment processes. This is being further developed in 2019 with controversy monitoring, more detailed ESG analysis services on a portfolio by portfolio basis and carbon reporting. The Sustainable Investment team's investment process of full ESG integration has evolved over the last 18 years, however their philosophy and framework remains unchanged to ensure a robust process. Review of their investment process and stewardship activities are carried out regularly via weekly team meetings, monthly engagement and thematic meetings and advisory committee meeting which happen three times per year. Details of the teams annual process review are outlined on our website https://www.liontrust.co.uk/what-we-think/blogs/How-our-themes-are-evolving

 

 


SG 06. Main goals/objectives this year (Private)


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