Total assets under management: £2000.00

As at: 31/12/22

Contact: greenbank@rathbones.com

Overview

Filters

Fund information

Policy

We do sustainable investment as standard, not as an add on. We have a deep understanding of ethical and sustainability issues, built up over 25 years of running ethical and sustainable investment portfolios. This helps us cut through the greenwash and build a portfolio that aligns with your clients’ values.

Our overall sustainable investment philosophy and research process ensures that certain minimum thresholds of ESG and sustainability performance are reached before a stock is considered for inclusion in our investment universe. 

In short, we avoid investment in organisations that we believe have an overall negative impact on people and planet (taking into account the entirety of their activities and ways of operating) and seek out those which are delivering social and environmental benefits.

 In practice this rules out certain sectors where we feel no company meets our minimum requirements. But ruling companies out based on their activities is the easy part of this equation. We think it’s also critical to look at a company’s behaviour and culture when we’re considering whether it would qualify for inclusion in our investment universe and align with our investment philosophy.

Process

Greenbank specialises in bespoke ethical, sustainable and impact investment. As such we can tailor portfolios to meet the specific requirements of each client, not only in terms of their financial objectives, but also through the exclusions we apply and the areas of positive focus we prioritise.

Our investment managers use their professional knowledge and specialist experience to invest client money in portfolios that are carefully chosen to match individual financial objectives and values.

We have an expert in-house research team whose robust investment process ensures that before any investment is considered for inclusion in a Greenbank portfolio, it has to reach certain thresholds of environmental, social and governance (ESG) and sustainability criteria.

The research team closely monitors the business activities as well as the social and environmental performance of companies, so we know who is leading the way and who to avoid. We meet with companies to make sure they do what they say, and we are not afraid to ask the difficult questions.

But it's not just about excluding companies. Our research keeps us at the forefront of evolving ethical, social and environmental issues, and we support companies whose products and services deliver positive change in the world – as defined by our framework of sustainable development themes.

We are proud of our active role of engaging with companies and institutions to positively influence their actions.

Resources, Affiliations & Corporate Strategies

• Long-term Investors in People’s Health – ShareAction – Signatory
• Finance for Biodiversity Foundation – Member and signatory
• Financing a Just Transition Alliance – Member
• CDP - Investor Member
• UKSIF - Member
• ECCR (Ecumenical Council for Corporate Responsibility) - Member
• Access to Nutrition Index - Signatory
• BBFAW (Business Benchmark on Farm Animal Welfare) - Consultation / Contributor
• B Team Responsible Tax Principles - Consultation / Contributor
• FAIRR - Member
• Just Transition on Climate Change - Signatory
• New Plastics Economy Global Commitment - Endorser
• Paris Aligned Investment Initiative - Participant
• Access to Medicine Index (& AMR) - Participant
• Workforce Disclosure Initiative Member
• Investor Alliance on Human Rights - Member

Greenbank’s 7-person ESI research team has over 50 years’ combined experience in sustainability research. They undertake detailed sustainability due diligence on investments and are responsible for a wide-ranging engagement and stewardship programme. The team has developed a proprietary research database over 20 years to capture their analysis. Several data sources form inputs into this process, including specialist ESG research, 3rd party ESG data from MSCI, company reports, company meetings, NGO insights, our engagement activities, and news monitoring.

Dialshifter

This fund is helping to ‘shift the dial from brown to green’ by…

Sustainability is core to our investment process, guiding asset allocation, security selection and portfolio construction. Our sustainable development theme framework considers eight key areas and we analyse how themes shaping the world – such as inclusive economies, decent work or resource efficiency - are impacted by and impact on the investments we make. We pride ourselves on our major role in catalysing investor interest on sustainability issues, shaping the debate or highlighting issues before they are recognised as mainstream concerns. Our engagement priorities over the next year include continuing our work on biodiversity and nutrition, in addition to enhancing our net zero stewardship activities and exploring human rights due diligence through company supply chains.

Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…

Greenbank is committed to playing its part in the low-carbon transition and has set a target to reach net zero carbon emissions from its operations, supply chain and the investments it manages by 2040. We are part of a large number of asset managers, together representing nearly $59 trillion in assets under management, that have set some form of net zero target. To achieve these ambitions, investors will need to drive changes in the real economy by ensuring the companies they own establish and maintain progress against ambitious net zero transition plans.

In 2022, Greenbank implemented an enhanced net zero engagement strategy to meet the scale of the global challenge to reduce emissions. In 2023, this continues to escalate as we reassess the climate impact of our portfolio, join an IIGCC-led collaborative net zero engagement and continue holding companies and funds to account on their net zero trajectories.

Literature

• Rathbone Greenbank Investments
• Rathbone Greenbank publications

Disclosure

Rathbone Greenbank Investments is the specialist ethical, sustainable and impact investment team of Rathbones Group Plc

Rathbones Group Plc is independently owned, is the sole shareholder in each of its subsidiary businesses and is listed on the London Stock Exchange.

Rathbones and Rathbone Greenbank Investments are trading names of Rathbones Investment Management Limited.

Rathbones Investment Management Limited, is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered office: Port of Liverpool Building, Pier Head, Liverpool, L3 1NW, Registered in England No. 01448919.

Last amended: 31/01/24 07:03