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People, Planet and Society

Urban renewal Environment
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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.

Download

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.

Download

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

Download PRI Assessment Report

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

Climate change

Climate change and the environment

We believe climate change will be a defining driver of the global economy, society and financial markets in the future, and that investors will be unable to avoid the impacts of this.
Find out more
Diversity

Diversity and inclusion

Liontrust believes that a diverse workforce promotes innovation and growth through independent thinking and new ideas, as well as engaging existing and prospective employees, partners and clients.
Find out more
Being a good corporate citizen

Good corporate citizen

We seek to be a responsible company and are committed to contributing to and benefiting the wider society.
Find out more
Upholding human rights

Human rights

Liontrust’s policies are consistent with internationally recognised human rights principles such as the UN Global Compact. We comply with applicable human rights legislation in the countries where we operate.
Find out more
How to be a responsible investor

Investment management

Liontrust believes investment processes are key to long-term performance and effective risk control. Each investment team manages their portfolios according to their own investment processes and market views. 
Find out more
Equal opportunities

People

Liontrust’s assets are our people. We pride ourselves on the quality of our people’s knowledge and ability and therefore their positive impact on clients, investors and stakeholders. 
Find out more