Responsible investing and active stewardship require careful management

ESG risk is a key part of our risk control matrix. Whilst funds are not managed in line with a sustainability outcome or objective, we consider it our fiduciary duty to consider all long term risks to the funds, including ESG risk.

Our Approach

Our dedicated ESG team work alongside the investment teams to ensure relevant ESG risks and opportunities that may impact investment performance are identified.*

We are signatories to both the United Nations-backed Principles for Responsible Investment and the revised UK Stewardship Code 2020.

These best-practice reporting frameworks shine a light on systemic issues we have a responsibility to address as they become increasingly relevant to investment performance.       

* Our ESG team are not investment decision makers.

Stewardship

Successful investment in under-researched companies requires a high commitment to company engagement. We devote significant time to this activity.

We engage to monitor the investment case and support improvements in ESG management and reporting, with the aim of protecting and enhancing investment value.

Our annual Engagement Plan is designed to support our stewardship by addressing information gaps, highlighting material ESG topics, and communicating management expectations.

As active investors we vote on all company and shareholder resolutions and publish quarterly Engagement and Voting Reports in addition to annual UK Stewardship Code Reports.

All relevant policies, plans, and reports can be found on our Responsible Investing Resources page.

Responsible Investing Policies & Reports

Signatories to