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 817 engagements with companies in 2024, engaged with 472 different entities and cast 11,337 proxy votes (representing 97.19% of votable proposals). Liontrust has developed further the DEI strategy and moved forward on net zero commitments (including to achieve net zero greenhouse gas emissions by 2050 across its business and investments). 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 Stewardship Report details our stewardship, engagement, ESG integration and voting activities for the calendar year 2024, for all our products and investment teams.
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).
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.
Climate change and net zero
Liontrust is committed to achieving net zero greenhouse gas (GHG) emissions by 2050 across its business and investments. This commitment covers the Group’s business operations and investments
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People
Liontrust seeks to foster an environment in which all employees are engaged and empowered to participate actively in the business, to help achieve the Company’s purpose and strategic objectives, and to act according to its values
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DE&I
Liontrust is committed to building a workplace that fosters diversity, equity and inclusion for its staff. Liontrust undertakes the following events/efforts as part of raising awareness for DE&I.
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Investment beliefs and processes
Liontrust’s investment teams engage their holdings on the issues material to their distinct investment process, including those that are ESG-related. Investment teams also vote their own proxies, in line with their investment processes and philosophies.
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Engagement
In 2024, Liontrust’s investment teams undertook 817 engagements with 472 different companies spanning a range of issues, including those that are ESG-related and material in the view of the teams’ investment processes.
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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.
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Understanding client needs
Liontrust seeks client feedback and views to ensure our communications and services are appropriate and as helpful and effective as possible. Liontrust is a member of a consumer panel to test our communications, content, reporting and educational content.
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Associations and initiatives
Liontrust works across multiple areas, including financial, ESG and stewardship, to help markets function more smoothly and effectively. Liontrust supports industry initiatives including on transparency, stewardship, and risk and opportunity assessment.
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Good corporate citizen
There are three key objectives that Liontrust aims to achieve through the Liontrust community engagement programme: Raise financial awareness and literacy throughout society; Provide opportunities for young people; and Wildlife conservation.
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