Associations and initiatives 

Liontrust works across multiple areas, including financial, ESG and stewardship, to donate its time and expertise to help markets function more smoothly and effectively. It does this partly by helping to provide education in ESG and stewardship through various industry events during the year. It also does this by horizon-scanning so that the Group can manage its own (current and emerging) risks and opportunities more effectively.

Liontrust supports industry initiatives including on transparency, stewardship, and risk and opportunity assessment.

Liontrust works to evidence what each of its investment teams does in ESG and sustainability. In some instances, Liontrust’s teams can evidence how the ESG and stewardship-related work that each undertakes impacts its investment decisions. Some of this evidence is included in this report.

Liontrust reports on a number of areas related to ESG and sustainability as required by law. These include reporting on carbon and GHG emissions through the Group’s TCFD (Taskforce on Climate-Related Financial Disclosures) entity and product level reports. Future requirements will ensure Liontrust also reports on how, at entity and product level, the Group approaches biodiversity loss and, potentially, inclusion and social issues.

Liontrust works with groups and associations in the financial sector to keep up-to-date with regulatory changes; contribute experience and thought leadership; gain knowledge which helps employees service clients more effectively; promote best practice in markets; and ultimately to help ensure global markets run efficiently and effectively. Liontrust staff attend conferences and industry-related meetings.