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Last amended date: Jul 2025
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Resources, Affiliations & Corporate Strategies:Sustainable Investment team Sustainability is at the heart of the Sustainable Future investment process. Every member of the Sustainable Future investment team (17 investment professionals) is responsible for understanding all aspects of financial and ESG risks and opportunities – including factors linked to climate change, relating to the investment decision.
Because of this integrated approach, investment team members engage with companies across a broad range of issues relating to steps in our investment process, such as screening criteria, sustainable investment themes and company-specific environmental, social and governance issues.
Liontrust Asset Management Plc’s Board of Directors is responsible for those aspects of ESG relating to the listed company, including reporting and obligations that the Plc has to related bodies, such as NZAM and TCFD reporting. Liontrust’s ESG and stewardship-related practices are divided into two. The ESG work for the Plc is overseen by the Board Sustainability Committee, and the Product, Stewardship and Governance team works with the investment teams on reporting how and the extent to which they integrate the consideration of ESG-related risks. As part of their remit and oversight, Liontrust’s department heads take into consideration a number of areas in which Liontrust has exposure, including attracting and developing talent, cyber and data security, adherence to regulatory requirements and ESG-related activities. These factors contribute to the Group’s culture and the efficient running of its business and may be linked to pay. The oversight of the Fund’s achievement of its sustainability objective, cyclical assessment of the robustness of the sustainability standard and the regular monitoring and management of any escalations required will be performed by the ACD’s Independent Risk Oversight Committee (IROC). Liontrust works with groups and associations in the financial sector to keep up-to-date with regulatory changes; contribute experience and thought leadership; gain knowledge which helps employees service clients more effectively; promote best practice in markets; and ultimately to help ensure global markets run efficiently and effectively. Liontrust staff attend conferences and industry-related meetings. The groups and associations that Liontrust actively worked with in 2024 are shown on p. 20 of our Stewardship Report. |
Sustainable Investment team
Sustainability is at the heart of the Sustainable Future investment process. Every member of the Sustainable Future investment team (17 investment professionals) is responsible for understanding all aspects of financial and ESG risks and opportunities – including factors linked to climate change, relating to the investment decision.
- the major trends and themes in their sector
- identifying investment opportunities and the ESG performance of those opportunities
- integrating that information into forecast earnings and valuation
- submitting investment recommendations for our funds
- engaging with companies and conducting all proxy voting for investee companies
Because of this integrated approach, investment team members engage with companies across a broad range of issues relating to steps in our investment process, such as screening criteria, sustainable investment themes and company-specific environmental, social and governance issues.
Liontrust Asset Management Plc’s Board of Directors is responsible for those aspects of ESG relating to the listed company, including reporting and obligations that the Plc has to related bodies, such as NZAM and TCFD reporting.
Liontrust’s ESG and stewardship-related practices are divided into two. The ESG work for the Plc is overseen by the Board Sustainability Committee, and the Product, Stewardship and Governance team works with the investment teams on reporting how and the extent to which they integrate the consideration of ESG-related risks.
As part of their remit and oversight, Liontrust’s department heads take into consideration a number of areas in which Liontrust has exposure, including attracting and developing talent, cyber and data security, adherence to regulatory requirements and ESG-related activities. These factors contribute to the Group’s culture and the efficient running of its business and may be linked to pay.
The oversight of the Fund’s achievement of its sustainability objective, cyclical assessment of the robustness of the sustainability standard and the regular monitoring and management of any escalations required will be performed by the ACD’s Independent Risk Oversight Committee (IROC).
Liontrust works with groups and associations in the financial sector to keep up-to-date with regulatory changes; contribute experience and thought leadership; gain knowledge which helps employees service clients more effectively; promote best practice in markets; and ultimately to help ensure global markets run efficiently and effectively. Liontrust staff attend conferences and industry-related meetings. The groups and associations that Liontrust actively worked with in 2024 are shown on p. 20 of our Stewardship Report.