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Jupiter Asset Management

PRI reporting framework 2020

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(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

We launched one of the UK's first green unit trusts in 1988, the Jupiter Ecology Fund, and since then we have been at the forefront of investing in this sector. This has enabled us to develop a leading knowledge of environmental and social issues as well as adding significant value for investors.

With concern around environmental issues growing, we believe that our specialist environmental products offer an opportunity for clients to allocate their capital to businesses which are becoming increasingly intrinsic to global structural growth. As the world population continues to grow and develop, the world needs to be more intelligent about the way in which we use our resources and find alternatives for those which are finite and increasingly constrained, such as fossil fuels, land and water.

The Jupiter Ecology Strategy was amongst the first sustainable investment strategies in the world having been established in 1988, just a year after the term ‘sustainable development’ was first coined. The underlying investment philosophy remains unchanged: to identify long-term investment opportunities in global companies that – at their core – provide solutions to sustainability challenges. In our opinion, the increasingly pivotal role that sustainability issues play in global development means that this philosophy is more relevant to investors today than ever before.

In essence, companies focused on providing solutions in activities such as climate change mitigation, pollution prevention, the circular economy, and the sustainable use and protection of water and natural ecosystems, present multi-decade investment opportunities. The strategy therefore has a strong investment alignment to the activities defined under the European Taxonomy for sustainable investment.  The Jupiter Ecology Strategy offers clients focused and specialist exposure to these companies, generating both positive investment returns and sustainability impacts.

The Strategy embodies a long-term investment horizon. This starts with the process of maintaining the proprietary universe of sustainable solution companies. Within this, companies are categorized into seven inter-related solution themes: Circular Economy, Clean Energy, Water, Mobility, Energy Efficiency, Sustainable Agriculture, Nutrition & Health and Environmental Services.

Each potential holding is assessed by Jupiter's Sustainability Analysts to monitor its ethical and environmental performance to ensure it fits within the Funds' individual screening criteria. In addition, Our Stewardship Committee - chaired by the CIO - reviews the companies held by our thematic Environmental and Responsible investment funds to ensure that they are consistent with relevant environmental, socially responsible and ethical criteria sets. The Committee meets at least three times a year providing a forum for discussion of contentious issues deemed to impact approval decisions, as well as environmental and social matters raised by the Sustainability Analysts that are deemed material to company performance.