Our approach and commitments
As active investors, Liontrust’s fund management teams continually make decisions to add value over the long term for all our clients. There are many other ways in which Liontrust has responsibilities to investors, employees, stakeholders, the planet and society through the decisions we make every day.
This section of the website discusses these responsibilities and how we carry them out. These responsibilities range from engagement with the companies we invest in, through commitments to net zero, DEI (Diversity, Equity, Inclusion) and the well-being of employees, to contributing to the financial services industry and our community,
Liontrust is making significant progress across these different areas of responsibility. Our investment teams undertook a total of 851 engagements with companies in 2023, while Liontrust has developed further the DEI strategy, moved forward on net zero commitments and considered meaningful ways to engage companies on emerging biodiversity exposures. Liontrust has also played its part in the wider financial community, feeding back on consultations and contributing expertise and support on a number of important issues.
Through the headings below, you can read our approach and commitment to the planet, people and society. You can also find our policies in each of these sections, including the PRI Assessment Reports, voting records and the ESG commitments that Liontrust has signed up to.
Policies and reports
The Liontrust Responsible Capitalism Report 2024 explains how we are developing and enhancing our approach to sustainability and stewardship in both the investments that we manage and across our business.
The ESG Integration policy provides details of our engagement-led approach and how we manage our stewardship at both Group level and for individual investment teams.
This PRI assessment report is based on activities conducted and processes in place for Liontrust for the calendar year 2023. You can also find historical reports below.
2023
Download PRI Assessment Report
2021
Download PRI Assessment Report
Download PRI Transparency Report
2020
Download PRI Assessment Report
2019
We are committed to providing our investors with comprehensive information about our sustainability efforts, including our alignment with the Task Force on Climate-related Financial Disclosures (TCFD). Learn more
Liontrust is committed to providing investors with comprehensive information about Group funds, including compliance with the FCA’s Sustainability Disclosure Requirements (SDR) and Labelling Regime. Learn more