Social and environmental change is happening faster than ever. Global warming, shifting demographics and the technology revolution are reshaping our planet. Against this backdrop the gap between investment winners and losers is set to widen and conventional financial analysis is likely to fall short.
The scrutiny of asset owners has never been greater. As well as ensuring that they meet their liabilities, from paying pensioners to preserving capital, there is the increasing expectation that they have a positive impact on the wider world. From improving corporate governance to limiting climate change, the pressure to create returns beyond the financial will grow. Our research shows stakeholders won’t compromise one for the other.
A forward-looking, active investment approach is needed to navigate these forces. This means understanding how a company interacts with society and its environment as well as analysing its profit lines. It means having a team of investment professionals who can apply experience and knowledge to specific situations and help manage the risks. Today, many investors want returns, but they also want their investments to provide better outcomes for society as a whole.
We are rated the No.7 pan-European manager for Responsible Investment by ShareAction, a non-governmental organisation (NGO), and have an A+ rating from the Principles for Responsible Investment (PRI), a United Nations organisation.
We look beneath the surface at the factors that make a difference to investment outcomes, rather than accepting conventional wisdom on the ‘right’ approach to sustainability. We don’t tick boxes, but add value through real insight leading to better investment decisions.
We have built a proprietary tool called CONTEXT that provides a way to analyse a company’s relationship with its stakeholders and the sustainability of its business model. Data driven, it provides clear evidence on how companies are managing the most material issues and generates deeper insights for investors.
We also realise that there is always room for improvement in the companies that we invest in. We use our research to inform meaningful engagements - to shift perspectives and practices, and we monitor the outcomes of these conversations, enabling the delivery of more than financial returns.
We don’t stop at equities but use our insights to inform decisions across asset classes and geographies.
Sustainability is a fast-moving area of investment. We are working with clients to develop the right solution that targets their financial requirements whilst considering the expectations of other stakeholders. We run bespoke strategies, from ethical to impact. Realising that we are on a journey, we share our insights and our research to help build a more sustainable future.
Past performance is not a guide to future performance and may not be repeated.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
*2020 Share Action Responsible Investment Survey of European Asset Managers; A+ rating: Principles for Responsible Investment 2015, 2016, 2017, 2018 and 2019 assessment reports.
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