Sustainable investing
Everyone’s a stakeholder when it comes to sustainability
Build resilience
We believe sustainable assets can make for more resilient investments over the long run
Understand potential
Understanding the positive and negative consequences of an asset's activities for the planet and its people is important for assessing long term potential value
Access proprietary tools
We have developed a suite of proprietary tools that enable ESG integration and sustainable investing across multiple asset classes
The risks of not looking at the wider picture
Sustainability factors such as physical damage from climate change and heat stress for workers can be financially material for companies over the long term. As an active investor, armed with the right data and analytical tools, and a track record of leveraging these to engage and make informed investment decisions, we aim to account for these risks and opportunities. Our internal sustainability accreditation process requires the analysis of financially material risks, to include sustainability related risks.
The bottom line is that ESG can affect the bottom line
That’s why when we build portfolios, we look at a vast array of impacts a company, bond issuer, or even government has on people and the planet. Those who ignore ESG factors are also ignoring the economic risks and opportunities companies and governments face. These risks can translate into financial costs that can hit a company’s bottom line. So sustainability makes investment sense.
We want to see companies that are run better, in every sense of the word. So we don’t just judge them from the sidelines – we roll up our sleeves and get involved. Our active ownership ethos means we engage with the companies we invest in, with the goal of shaping the to be more resilient over the long run.
Sustainability is here to stay
There’s lots of talk about sustainability right now – but we’ve been talking about it for decades. Our sustainable investing experience goes back over 20 years, during which time we’ve developed a cutting-edge sustainability research platform and a suite of proprietary impact measurement tools, known as SchrodersIQ.
Our research and tools give us a clearer understanding how companies are exposed to both opportunities and risks. When you combine this with how we engage with companies, we believe it allows us a deep understanding of investment implications.
We’re shrinking our carbon footprint with our own science-based Climate Transition Action Plan – as well as influencing others in our industry to do the same.
At the corporate level, we’ve also partnered with a number of organizations globally to improve social mobility, such as supporting underprivileged children in the US, addressing inequality in London or empowering women in India.
"As the performance of naïve, passive ESG strategies has faltered and the regulators circle the wagons, sustainable investing is at a critical juncture. Investors are clear that they need more quantifiable evidence of the value and impact of ESG, and more clarity and transparency into how this investing is practiced and measured."
Head of Sustainability, North America
Finding ourselves in the ESG avocado
Considering financially material sustainability factors as a component of proper investing is a means to fulfilling our fiduciary duty towards our clients’ assets. For clients who explicitly seek sustainability related outcomes in the management of their assets, we offer sustainable and impact investing approaches.